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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 | $22,622 | $91,525-75.3% | $130,026-82.6% | $75,181-69.9% |
| Participation rate | 45.1% | 71.4%-26.3pp | 78.5%-33.4pp | 67.2%-22.1pp |
| Annual return | 22.63% | -631.40%+654.0pp | -137.26%+159.9pp | 160.69%-138.1pp |
| Employer contribution / active EE | $1,262 | $2,844-55.6% | $4,321-70.8% | $2,671-52.7% |
| Participant deferral / active EE | $2,576 | $4,342-40.7% | $5,821-55.8% | $4,126-37.6% |
| Admin fee / account holder | $1,470 | $6,778-78.3% | $10,608-86.1% | $5,650-74.0% |