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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 | $8,654 | $183,516-95.3% | $155,534-94.4% | $145,884-94.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 14.29% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,492 | $5,315-53.1% | $4,675-46.7% | $4,662-46.6% |
| Participant deferral / active EE | $2,606 | $6,467-59.7% | $5,630-53.7% | $6,690-61.0% |
| Admin fee / account holder | $1,968 | $19,293-89.8% | $15,900-87.6% | $13,392-85.3% |