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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 | $17,217 | $60,349-71.5% | $74,184-76.8% | $62,881-72.6% |
| Participation rate | 66.7% | 72.7%-6.1pp | 76.6%-10.0pp | 69.3%-2.6pp |
| Annual return | 148.59% | 21.38%+127.2pp | 17.74%+130.8pp | 20.14%+128.4pp |
| Employer contribution / active EE | $1,725 | $1,680+2.6% | $2,370-27.2% | $2,281-24.4% |
| Participant deferral / active EE | $2,201 | $2,856-22.9% | $3,550-38.0% | $3,203-31.3% |
| Admin fee / account holder | $477 | $4,261-88.8% | $5,586-91.5% | $4,296-88.9% |