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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 | $16,287 | $135,956-88.0% | $123,894-86.9% | $273,972-94.1% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 16.75% | 56.63%-39.9pp | 47.52%-30.8pp | 41.46%-24.7pp |
| Employer contribution / active EE | $927 | $5,170-82.1% | $4,617-79.9% | $4,869-81.0% |
| Participant deferral / active EE | $2,611 | $6,343-58.8% | $5,984-56.4% | $5,287-50.6% |
| Admin fee / account holder | $4,154 | $9,817-57.7% | $8,357-50.3% | $10,133-59.0% |