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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 | $15,872 | $117,846-86.5% | $102,434-84.5% | $145,884-89.1% |
| Participation rate | 65.2% | 78.6%-13.4pp | 76.5%-11.3pp | 80.3%-15.1pp |
| Annual return | 18.94% | 31.90%-13.0pp | 29.46%-10.5pp | 551.85%-532.9pp |
| Employer contribution / active EE | $2,171 | $3,615-39.9% | $3,023-28.2% | $4,662-53.4% |
| Participant deferral / active EE | $4,674 | $5,733-18.5% | $5,055-7.5% | $6,690-30.1% |
| Admin fee / account holder | $414 | $13,356-96.9% | $9,462-95.6% | $13,392-96.9% |