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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 | $4,229 | $174,379-97.6% | $152,093-97.2% | $138,895-97.0% |
| Participation rate | 61.9% | 81.6%-19.7pp | 77.8%-15.9pp | 79.9%-18.0pp |
| Annual return | 23.03% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,723 | $6,159-72.0% | $5,451-68.4% | $6,396-73.1% |
| Admin fee / account holder | $352 | $16,880-97.9% | $14,497-97.6% | $12,562-97.2% |