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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 | $5,654 | $111,535-94.9% | $105,223-94.6% | $137,256-95.9% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 27.98% | 237.85%-209.9pp | 180.65%-152.7pp | 220.34%-192.4pp |
| Employer contribution / active EE | $1,249 | $3,939-68.3% | $3,689-66.1% | $4,156-70.0% |
| Participant deferral / active EE | $2,207 | $5,500-59.9% | $5,072-56.5% | $6,407-65.6% |
| Admin fee / account holder | $1,359 | $9,721-86.0% | $8,859-84.7% | $12,270-88.9% |