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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 | $21,437 | $79,209-72.9% | $102,434-79.1% | $74,459-71.2% |
| Participation rate | 59.5% | 74.8%-15.3pp | 76.5%-17.0pp | 67.2%-7.7pp |
| Annual return | 20.39% | 54.98%-34.6pp | 29.46%-9.1pp | 1369.70%-1349.3pp |
| Employer contribution / active EE | $1,650 | $2,362-30.2% | $3,023-45.4% | $2,626-37.2% |
| Participant deferral / active EE | $2,961 | $4,417-33.0% | $5,055-41.4% | $4,350-31.9% |
| Admin fee / account holder | $3,795 | $2,002+89.6% | $9,462-59.9% | $1,945+95.1% |