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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 | $9,358 | $183,516-94.9% | $155,534-94.0% | $145,884-93.6% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 20.34% | 61.43%-41.1pp | 64.92%-44.6pp | 551.85%-531.5pp |
| Employer contribution / active EE | $1,602 | $5,315-69.9% | $4,675-65.7% | $4,662-65.6% |
| Participant deferral / active EE | $5,223 | $6,467-19.2% | $5,630-7.2% | $6,690-21.9% |
| Admin fee / account holder | $840 | $19,293-95.6% | $15,900-94.7% | $13,392-93.7% |