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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 | $4,936 | $211,288-97.7% | $178,540-97.2% | $145,884-96.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.32% | 30.27%-16.0pp | 27.15%-12.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,735 | $4,574-62.1% | $3,953-56.1% | $4,662-62.8% |
| Participant deferral / active EE | $1,763 | $6,967-74.7% | $6,281-71.9% | $6,690-73.6% |
| Admin fee / account holder | $551 | $12,105-95.5% | $10,424-94.7% | $13,392-95.9% |