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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 | $6,769 | $210,343-96.8% | $153,476-95.6% | $145,978-95.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.07% | 13.38%-3.3pp | 15.66%-5.6pp | 550.52%-540.5pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,237 | $7,977-72.0% | $6,759-66.9% | $6,690-66.6% |
| Admin fee / account holder | $604 | $19,424-96.9% | $12,729-95.3% | $13,400-95.5% |