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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 | $12,404 | $112,915-89.0% | $90,965-86.4% | $158,950-92.2% |
| Participation rate | 63.2% | 74.7%-11.6pp | 69.0%-5.9pp | 82.0%-18.8pp |
| Annual return | 19.57% | 215.75%-196.2pp | 134.57%-115.0pp | 302.91%-283.3pp |
| Employer contribution / active EE | $795 | $2,894-72.5% | $2,122-62.5% | $4,762-83.3% |
| Participant deferral / active EE | $1,493 | $4,128-63.8% | $3,373-55.7% | $5,983-75.0% |
| Admin fee / account holder | $1,202 | $8,044-85.1% | $5,960-79.8% | $11,248-89.3% |