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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 | $18,606 | $89,370-79.2% | $141,197-86.8% | $72,976-74.5% |
| Participation rate | 55.1% | 75.1%-20.0pp | 82.5%-27.4pp | 69.5%-14.4pp |
| Annual return | 38.08% | 111.88%-73.8pp | 71.41%-33.3pp | 81.02%-42.9pp |
| Employer contribution / active EE | $2,175 | $3,115-30.2% | $4,736-54.1% | $2,440-10.9% |
| Participant deferral / active EE | $4,216 | $5,419-22.2% | $6,710-37.2% | $3,608+16.9% |
| Admin fee / account holder | $1,773 | $5,957-70.2% | $10,265-82.7% | $5,124-65.4% |