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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 | $18,144 | $91,559-80.2% | $133,978-86.5% | $79,856-77.3% |
| Participation rate | 39.5% | 73.3%-33.9pp | 79.8%-40.4pp | 69.6%-30.2pp |
| Annual return | 63.34% | 61.85%+1.5pp | 45.10%+18.2pp | 31.71%+31.6pp |
| Employer contribution / active EE | $995 | $2,384-58.3% | $3,919-74.6% | $2,471-59.7% |
| Participant deferral / active EE | $1,786 | $3,734-52.2% | $5,047-64.6% | $3,741-52.2% |
| Admin fee / account holder | $1,199 | $6,321-81.0% | $8,930-86.6% | $5,306-77.4% |