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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 | $12,477 | $183,592-93.2% | $155,574-92.0% | $145,877-91.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.52% | 61.37%-45.9pp | 64.87%-49.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,168 | $5,317-78.0% | $4,676-75.0% | $4,663-74.9% |
| Participant deferral / active EE | $4,255 | $6,466-34.2% | $5,629-24.4% | $6,691-36.4% |
| Admin fee / account holder | $744 | $19,316-96.1% | $15,914-95.3% | $13,402-94.5% |