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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 | $13,252 | $93,345-85.8% | $119,126-88.9% | $87,485-84.9% |
| Participation rate | 66.7% | 68.7%-2.1pp | 75.8%-9.1pp | 68.9%-2.3pp |
| Annual return | 27.45% | 19.08%+8.4pp | 282.11%-254.7pp | 26.06%+1.4pp |
| Employer contribution / active EE | $1,807 | $3,172-43.0% | $4,034-55.2% | $2,596-30.4% |
| Participant deferral / active EE | $3,369 | $4,099-17.8% | $5,318-36.7% | $4,274-21.2% |
| Admin fee / account holder | $1,551 | $8,039-80.7% | $10,693-85.5% | $7,775-80.0% |