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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 | $19,913 | $88,672-77.5% | $105,223-81.1% | $82,448-75.8% |
| Participation rate | 60.0% | 67.9%-7.9pp | 75.0%-15.0pp | 68.1%-8.1pp |
| Annual return | 19.89% | 30.86%-11.0pp | 180.65%-160.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,215 | $3,048-60.1% | $3,689-67.1% | $2,551-52.4% |
| Participant deferral / active EE | $4,614 | $4,036+14.3% | $5,072-9.0% | $4,139+11.5% |
| Admin fee / account holder | $789 | $7,146-89.0% | $8,859-91.1% | $7,234-89.1% |