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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 | $12,019 | $88,672-86.4% | $105,223-88.6% | $82,448-85.4% |
| Participation rate | 65.5% | 67.9%-2.4pp | 75.0%-9.5pp | 68.1%-2.6pp |
| Annual return | 15.81% | 30.86%-15.0pp | 180.65%-164.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,826 | $3,048-40.1% | $3,689-50.5% | $2,551-28.4% |
| Participant deferral / active EE | $2,937 | $4,036-27.2% | $5,072-42.1% | $4,139-29.0% |
| Admin fee / account holder | $3,118 | $7,146-56.4% | $8,859-64.8% | $7,234-56.9% |