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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 | $25,275 | $78,636-67.9% | $105,607-76.1% | $74,459-66.1% |
| Participation rate | 32.8% | 72.8%-40.0pp | 75.3%-42.5pp | 67.2%-34.5pp |
| Annual return | 12.01% | 15.96%-3.9pp | 116.11%-104.1pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $1,036 | $2,523-59.0% | $3,167-67.3% | $2,626-60.6% |
| Participant deferral / active EE | $3,122 | $4,322-27.8% | $5,011-37.7% | $4,350-28.2% |
| Admin fee / account holder | $2,828 | $2,220+27.4% | $10,958-74.2% | $1,945+45.4% |