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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 | $10,988 | $174,379-93.7% | $152,093-92.8% | $138,895-92.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 32.01% | 74.86%-42.8pp | 66.36%-34.3pp | 145.39%-113.4pp |
| Employer contribution / active EE | $1,429 | $4,652-69.3% | $4,175-65.8% | $4,194-65.9% |
| Participant deferral / active EE | $2,937 | $6,159-52.3% | $5,451-46.1% | $6,396-54.1% |
| Admin fee / account holder | $2,359 | $16,880-86.0% | $14,497-83.7% | $12,562-81.2% |