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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 | $10,589 | $211,239-95.0% | $178,528-94.1% | $145,877-92.7% |
| Participation rate | 57.9% | 80.8%-22.9pp | 77.1%-19.2pp | 80.3%-22.4pp |
| Annual return | 11.62% | 30.22%-18.6pp | 27.11%-15.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,202 | $4,570-73.7% | $3,950-69.6% | $4,663-74.2% |
| Participant deferral / active EE | $1,860 | $6,963-73.3% | $6,278-70.4% | $6,691-72.2% |
| Admin fee / account holder | $497 | $12,095-95.9% | $10,419-95.2% | $13,402-96.3% |