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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 | $23,386 | $102,422-77.2% | $147,117-84.1% | $80,959-71.1% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 29.13% | 135.16%-106.0pp | 420.54%-391.4pp | 35.67%-6.5pp |
| Employer contribution / active EE | $1,304 | $3,717-64.9% | $4,932-73.6% | $2,757-52.7% |
| Participant deferral / active EE | $4,592 | $6,652-31.0% | $8,065-43.1% | $4,300+6.8% |
| Admin fee / account holder | $1,043 | $7,953-86.9% | $12,993-92.0% | $6,925-84.9% |