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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 | $20,331 | $157,829-87.1% | $136,867-85.1% | $198,609-89.8% |
| Participation rate | 64.7% | 77.2%-12.5pp | 74.5%-9.8pp | 82.4%-17.7pp |
| Annual return | 16.63% | 51.25%-34.6pp | 42.97%-26.3pp | 202.70%-186.1pp |
| Employer contribution / active EE | $847 | $3,923-78.4% | $3,547-76.1% | $5,055-83.2% |
| Participant deferral / active EE | $2,824 | $5,463-48.3% | $4,924-42.7% | $6,977-59.5% |
| Admin fee / account holder | $3,172 | $11,107-71.4% | $10,340-69.3% | $19,030-83.3% |