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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 | $18,427 | $99,994-81.6% | $146,643-87.4% | $85,847-78.5% |
| Participation rate | 35.7% | 73.1%-37.3pp | 80.1%-44.4pp | 69.3%-33.6pp |
| Annual return | 22.30% | 18.93%+3.4pp | 22.75%-0.4pp | 318.61%-296.3pp |
| Employer contribution / active EE | $1,376 | $2,559-46.2% | $4,137-66.7% | $2,565-46.4% |
| Participant deferral / active EE | $3,875 | $4,006-3.3% | $5,506-29.6% | $3,952-1.9% |
| Admin fee / account holder | $466 | $7,703-93.9% | $10,280-95.5% | $6,261-92.6% |