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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 | $9,172 | $178,174-94.9% | $156,181-94.1% | $137,256-93.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 53.32% | 84.19%-30.9pp | 64.87%-11.6pp | 220.34%-167.0pp |
| Employer contribution / active EE | $6,384 | $4,972+28.4% | $4,294+48.7% | $4,156+53.6% |
| Participant deferral / active EE | $12,609 | $6,888+83.1% | $6,132+105.6% | $6,407+96.8% |
| Admin fee / account holder | $1,939 | $17,404-88.9% | $14,586-86.7% | $12,270-84.2% |