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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 | $21,140 | $85,766-75.4% | $136,298-84.5% | $70,126-69.9% |
| Participation rate | 65.6% | 74.2%-8.5pp | 81.9%-16.3pp | 69.5%-3.9pp |
| Annual return | 21.41% | 31.46%-10.0pp | 5156.27%-5134.9pp | 73.15%-51.7pp |
| Employer contribution / active EE | $1,463 | $2,966-50.7% | $4,696-68.8% | $2,343-37.6% |
| Participant deferral / active EE | $7,035 | $5,051+39.3% | $6,247+12.6% | $3,332+111.2% |
| Admin fee / account holder | $2,120 | $5,421-60.9% | $9,244-77.1% | $4,645-54.4% |