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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 | $13,518 | $183,592-92.6% | $155,574-91.3% | $145,877-90.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.70% | 61.37%-41.7pp | 64.87%-45.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,145 | $5,317-59.7% | $4,676-54.1% | $4,663-54.0% |
| Participant deferral / active EE | $4,045 | $6,466-37.5% | $5,629-28.2% | $6,691-39.5% |
| Admin fee / account holder | $1,217 | $19,316-93.7% | $15,914-92.4% | $13,402-90.9% |