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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 | $10,221 | $129,737-92.1% | $119,126-91.4% | $154,746-93.4% |
| Participation rate | 47.8% | 78.9%-31.0pp | 75.8%-27.9pp | 80.7%-32.9pp |
| Annual return | 32.40% | 379.08%-346.7pp | 282.11%-249.7pp | 172.34%-139.9pp |
| Employer contribution / active EE | $1,697 | $4,375-61.2% | $4,034-57.9% | $4,379-61.3% |
| Participant deferral / active EE | $1,845 | $5,842-68.4% | $5,318-65.3% | $6,730-72.6% |
| Admin fee / account holder | $1,576 | $11,961-86.8% | $10,693-85.3% | $14,365-89.0% |