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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 | $15,466 | $103,393-85.0% | $87,103-82.2% | $152,909-89.9% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.9%-11.9pp | 82.5%-17.5pp |
| Annual return | 23.29% | 28.10%-4.8pp | 28.19%-4.9pp | 345.46%-322.2pp |
| Employer contribution / active EE | $1,616 | $3,221-49.8% | $2,521-35.9% | $4,764-66.1% |
| Participant deferral / active EE | $4,349 | $4,778-9.0% | $4,049+7.4% | $5,851-25.7% |
| Admin fee / account holder | $1,080 | $12,195-91.1% | $7,491-85.6% | $11,601-90.7% |