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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 | $5,655 | $183,592-96.9% | $155,574-96.4% | $145,877-96.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 37.09% | 61.37%-24.3pp | 64.87%-27.8pp | 551.28%-514.2pp |
| Employer contribution / active EE | $1,051 | $5,317-80.2% | $4,676-77.5% | $4,663-77.5% |
| Participant deferral / active EE | $1,909 | $6,466-70.5% | $5,629-66.1% | $6,691-71.5% |
| Admin fee / account holder | $350 | $19,316-98.2% | $15,914-97.8% | $13,402-97.4% |