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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 | $10,052 | $174,379-94.2% | $152,093-93.4% | $138,895-92.8% |
| Participation rate | 45.5% | 81.6%-36.2pp | 77.8%-32.3pp | 79.9%-34.5pp |
| Annual return | 72.26% | 74.86%-2.6pp | 66.36%+5.9pp | 145.39%-73.1pp |
| Employer contribution / active EE | $1,214 | $4,652-73.9% | $4,175-70.9% | $4,194-71.0% |
| Participant deferral / active EE | $2,630 | $6,159-57.3% | $5,451-51.8% | $6,396-58.9% |
| Admin fee / account holder | $849 | $16,880-95.0% | $14,497-94.1% | $12,562-93.2% |