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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 | $11,020 | $154,228-92.9% | $145,433-92.4% | $137,256-92.0% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 20.04% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,606 | $4,804-66.6% | $4,554-64.7% | $4,156-61.4% |
| Participant deferral / active EE | $3,134 | $8,216-61.9% | $7,897-60.3% | $6,407-51.1% |
| Admin fee / account holder | $932 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |