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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 | $16,196 | $106,905-84.9% | $84,020-80.7% | $152,885-89.4% |
| Participation rate | 68.4% | 75.2%-6.8pp | 69.0%-0.6pp | 82.5%-14.0pp |
| Annual return | 23.85% | 105.00%-81.2pp | 71.31%-47.5pp | 345.39%-321.5pp |
| Employer contribution / active EE | $863 | $2,735-68.4% | $1,984-56.5% | $4,763-81.9% |
| Participant deferral / active EE | $1,485 | $4,012-63.0% | $3,239-54.2% | $5,851-74.6% |
| Admin fee / account holder | $2,607 | $8,287-68.5% | $6,101-57.3% | $11,598-77.5% |