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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 | $6,229 | $111,535-94.4% | $105,223-94.1% | $137,256-95.5% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 80.0%-15.0pp |
| Annual return | 21.22% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,193 | $3,939-69.7% | $3,689-67.7% | $4,156-71.3% |
| Participant deferral / active EE | $2,062 | $5,500-62.5% | $5,072-59.3% | $6,407-67.8% |
| Admin fee / account holder | $306 | $9,721-96.9% | $8,859-96.5% | $12,270-97.5% |