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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 | $5,764 | $183,516-96.9% | $155,534-96.3% | $145,884-96.0% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 69.89% | 61.43%+8.5pp | 64.92%+5.0pp | 551.85%-482.0pp |
| Employer contribution / active EE | $1,895 | $5,315-64.3% | $4,675-59.5% | $4,662-59.3% |
| Participant deferral / active EE | $2,724 | $6,467-57.9% | $5,630-51.6% | $6,690-59.3% |
| Admin fee / account holder | $1,678 | $19,293-91.3% | $15,900-89.4% | $13,392-87.5% |