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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 | $15,425 | $124,351-87.6% | $109,188-85.9% | $167,553-90.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 11.82% | 26.04%-14.2pp | 25.76%-13.9pp | 478.89%-467.1pp |
| Employer contribution / active EE | $1,757 | $4,210-58.3% | $3,723-52.8% | $4,840-63.7% |
| Participant deferral / active EE | $2,931 | $5,257-44.2% | $4,654-37.0% | $6,343-53.8% |
| Admin fee / account holder | $3,402 | $7,975-57.3% | $6,755-49.6% | $12,316-72.4% |