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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 | $12,897 | $162,136-92.0% | $152,301-91.5% | $154,746-91.7% |
| Participation rate | 47.4% | 84.1%-36.7pp | 82.4%-35.1pp | 80.7%-33.3pp |
| Annual return | 18.09% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,376 | $4,890-51.4% | $4,624-48.6% | $4,379-45.7% |
| Participant deferral / active EE | $4,697 | $8,341-43.7% | $8,004-41.3% | $6,730-30.2% |
| Admin fee / account holder | $6,260 | $15,759-60.3% | $14,398-56.5% | $14,365-56.4% |