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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 | $10,219 | $154,228-93.4% | $145,433-93.0% | $137,256-92.6% |
| Participation rate | 31.8% | 83.8%-52.0pp | 82.1%-50.3pp | 80.0%-48.1pp |
| Annual return | 31.29% | 74.59%-43.3pp | 66.58%-35.3pp | 220.34%-189.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,471 | $8,216-69.9% | $7,897-68.7% | $6,407-61.4% |
| Admin fee / account holder | $1,150 | $14,344-92.0% | $13,129-91.2% | $12,270-90.6% |