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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 | $20,616 | $165,399-87.5% | $149,745-86.2% | $158,982-87.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 16.23% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,725 | $5,105-66.2% | $4,646-62.9% | $4,763-63.8% |
| Participant deferral / active EE | $3,241 | $7,183-54.9% | $6,843-52.6% | $5,983-45.8% |
| Admin fee / account holder | $1,062 | $10,811-90.2% | $9,312-88.6% | $11,252-90.6% |