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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 | $17,980 | $117,829-84.7% | $102,423-82.4% | $145,877-87.7% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 17.96% | 31.83%-13.9pp | 29.42%-11.5pp | 551.28%-533.3pp |
| Employer contribution / active EE | $2,581 | $3,615-28.6% | $3,023-14.6% | $4,663-44.6% |
| Participant deferral / active EE | $6,268 | $5,732+9.3% | $5,054+24.0% | $6,691-6.3% |
| Admin fee / account holder | $1,780 | $13,335-86.7% | $9,455-81.2% | $13,402-86.7% |