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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 | $93,345-78.7% | $119,126-83.3% | $87,485-77.2% |
| Participation rate | 60.0% | 68.7%-8.7pp | 75.8%-15.8pp | 68.9%-8.9pp |
| Annual return | 19.89% | 19.08%+0.8pp | 282.11%-262.2pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,215 | $3,172-61.7% | $4,034-69.9% | $2,596-53.2% |
| Participant deferral / active EE | $4,614 | $4,099+12.6% | $5,318-13.2% | $4,274+8.0% |
| Admin fee / account holder | $789 | $8,039-90.2% | $10,693-92.6% | $7,775-89.8% |