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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 | $10,775 | $154,228-93.0% | $145,433-92.6% | $137,256-92.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 25.33% | 74.59%-49.3pp | 66.58%-41.2pp | 220.34%-195.0pp |
| Employer contribution / active EE | $4,184 | $4,804-12.9% | $4,554-8.1% | $4,156+0.7% |
| Participant deferral / active EE | $4,184 | $8,216-49.1% | $7,897-47.0% | $6,407-34.7% |
| Admin fee / account holder | $4,781 | $14,344-66.7% | $13,129-63.6% | $12,270-61.0% |