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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 | $9,101 | $174,379-94.8% | $152,093-94.0% | $138,895-93.4% |
| Participation rate | 61.5% | 81.6%-20.1pp | 77.8%-16.2pp | 79.9%-18.4pp |
| Annual return | 208.76% | 74.86%+133.9pp | 66.36%+142.4pp | 145.39%+63.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,673 | $6,159-24.1% | $5,451-14.3% | $6,396-26.9% |
| Admin fee / account holder | $12,192 | $16,880-27.8% | $14,497-15.9% | $12,562-2.9% |