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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 | $18,822 | $127,387-85.2% | $115,038-83.6% | $125,389-85.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.95% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,514 | $5,166-70.7% | $4,608-67.1% | $4,866-68.9% |
| Participant deferral / active EE | $2,532 | $6,423-60.6% | $6,026-58.0% | $5,352-52.7% |
| Admin fee / account holder | $1,604 | $9,516-83.1% | $8,175-80.4% | $9,541-83.2% |