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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 | $17,040 | $63,346-73.1% | $92,239-81.5% | $70,124-75.7% |
| Participation rate | 64.1% | 68.7%-4.6pp | 76.5%-12.4pp | 69.5%-5.4pp |
| Annual return | 24.76% | 530.19%-505.4pp | 176.29%-151.5pp | 73.14%-48.4pp |
| Employer contribution / active EE | $704 | $2,471-71.5% | $3,680-80.9% | $2,342-70.0% |
| Participant deferral / active EE | $1,875 | $2,854-34.3% | $3,897-51.9% | $3,332-43.7% |
| Admin fee / account holder | $4,219 | $3,841+9.8% | $5,194-18.8% | $4,645-9.2% |