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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 | $13,027 | $183,516-92.9% | $155,534-91.6% | $145,884-91.1% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 12.58% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,279 | $5,315-57.1% | $4,675-51.3% | $4,662-51.1% |
| Participant deferral / active EE | $3,018 | $6,467-53.3% | $5,630-46.4% | $6,690-54.9% |
| Admin fee / account holder | $1,172 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |