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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 | $24,577 | $63,053-61.0% | $86,209-71.5% | - |
| Participation rate | 63.6% | 59.8%+3.8pp | 69.0%-5.3pp | - |
| Annual return | 27.24% | 12.64%+14.6pp | 1169.05%-1141.8pp | - |
| Employer contribution / active EE | $2,388 | $1,503+58.9% | $2,381+0.3% | - |
| Participant deferral / active EE | $3,538 | $3,288+7.6% | $3,986-11.2% | - |
| Admin fee / account holder | $2,735 | $4,609-40.7% | $6,853-60.1% | - |