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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 | $16,634 | $65,566-74.6% | $86,235-80.7% | $75,177-77.9% |
| Participation rate | 57.6% | 60.5%-2.9pp | 69.0%-11.4pp | 67.2%-9.6pp |
| Annual return | 14.97% | 46.07%-31.1pp | 1170.03%-1155.1pp | 160.75%-145.8pp |
| Employer contribution / active EE | $487 | $1,553-68.6% | $2,381-79.5% | $2,671-81.8% |
| Participant deferral / active EE | $1,517 | $3,023-49.8% | $3,987-62.0% | $4,126-63.2% |
| Admin fee / account holder | $602 | $5,470-89.0% | $6,856-91.2% | $5,651-89.4% |