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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 | $18,744 | $71,230-73.7% | $93,727-80.0% | $80,959-76.8% |
| Participation rate | 18.8% | 60.4%-41.6pp | 68.7%-50.0pp | 67.7%-48.9pp |
| Annual return | 25.38% | 11.26%+14.1pp | 133.83%-108.5pp | 35.67%-10.3pp |
| Employer contribution / active EE | $498 | $1,565-68.2% | $2,421-79.4% | $2,757-81.9% |
| Participant deferral / active EE | $1,299 | $4,037-67.8% | $4,417-70.6% | $4,300-69.8% |
| Admin fee / account holder | $666 | $6,961-90.4% | $8,292-92.0% | $6,925-90.4% |