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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 | $17,920 | $102,385-82.5% | $147,080-87.8% | $80,935-77.9% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 31.15% | 135.09%-103.9pp | 420.17%-389.0pp | 35.66%-4.5pp |
| Employer contribution / active EE | $1,947 | $3,717-47.6% | $4,933-60.5% | $2,757-29.4% |
| Participant deferral / active EE | $6,562 | $6,651-1.3% | $8,066-18.6% | $4,299+52.6% |
| Admin fee / account holder | $1,662 | $7,951-79.1% | $12,989-87.2% | $6,924-76.0% |