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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 | $22,345 | $124,346-82.0% | $111,308-79.9% | $167,536-86.7% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.6pp |
| Annual return | 11.77% | 37.45%-25.7pp | 54.67%-42.9pp | 478.82%-467.1pp |
| Employer contribution / active EE | $1,402 | $3,437-59.2% | $2,732-48.7% | $4,839-71.0% |
| Participant deferral / active EE | $2,960 | $5,182-42.9% | $4,487-34.0% | $6,342-53.3% |
| Admin fee / account holder | $4,182 | $10,621-60.6% | $7,965-47.5% | $12,315-66.0% |