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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 | $12,943 | $211,288-93.9% | $178,540-92.8% | $145,884-91.1% |
| Participation rate | 35.3% | 80.8%-45.5pp | 77.1%-41.8pp | 80.3%-45.0pp |
| Annual return | 17.40% | 30.27%-12.9pp | 27.15%-9.7pp | 551.85%-534.4pp |
| Employer contribution / active EE | $1,173 | $4,574-74.4% | $3,953-70.3% | $4,662-74.8% |
| Participant deferral / active EE | $1,493 | $6,967-78.6% | $6,281-76.2% | $6,690-77.7% |
| Admin fee / account holder | $810 | $12,105-93.3% | $10,424-92.2% | $13,392-94.0% |