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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 | $16,039 | $209,336-92.3% | $197,124-91.9% | $137,256-88.3% |
| Participation rate | 52.9% | 87.3%-34.4pp | 86.7%-33.8pp | 80.0%-27.0pp |
| Annual return | 16.75% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,216 | $9,614-66.5% | $9,135-64.8% | $6,407-49.8% |
| Admin fee / account holder | $873 | $17,308-95.0% | $16,298-94.6% | $12,270-92.9% |