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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 | $17,047 | $232,540-92.7% | $185,117-90.8% | $147,586-88.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 11.15% | 43.03%-31.9pp | 40.50%-29.3pp | 578.59%-567.4pp |
| Employer contribution / active EE | $1,065 | $5,195-79.5% | $4,182-74.5% | $4,876-78.2% |
| Participant deferral / active EE | $3,402 | $5,834-41.7% | $5,045-32.6% | $5,439-37.4% |
| Admin fee / account holder | $510 | $10,275-95.0% | $8,159-93.8% | $10,886-95.3% |