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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 | $15,000 | $100,805-85.1% | $86,698-82.7% | $134,532-88.9% |
| Participation rate | 61.5% | 79.0%-17.4pp | 76.6%-15.0pp | 81.2%-19.7pp |
| Annual return | -13.93% | 29.09%-43.0pp | 35.95%-49.9pp | 418.27%-432.2pp |
| Employer contribution / active EE | $989 | $3,490-71.7% | $2,837-65.1% | $4,741-79.1% |
| Participant deferral / active EE | $2,963 | $5,339-44.5% | $4,656-36.4% | $6,401-53.7% |
| Admin fee / account holder | $427 | $10,925-96.1% | $7,493-94.3% | $11,429-96.3% |