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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,238 | $183,539-96.1% | $155,556-95.3% | $145,897-95.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.20% | 61.31%-47.1pp | 64.84%-50.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,309 | $5,315-75.4% | $4,675-72.0% | $4,663-71.9% |
| Participant deferral / active EE | $2,257 | $6,467-65.1% | $5,631-59.9% | $6,689-66.3% |
| Admin fee / account holder | $505 | $19,275-97.4% | $15,885-96.8% | $13,390-96.2% |