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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 | $19,077 | $93,346-79.6% | $71,796-73.4% | $273,972-93.0% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 6.32% | 130.39%-124.1pp | 78.04%-71.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $447 | $2,733-83.6% | $1,924-76.8% | $4,869-90.8% |
| Participant deferral / active EE | $1,788 | $3,475-48.5% | $2,794-36.0% | $5,287-66.2% |
| Admin fee / account holder | $1,123 | $6,571-82.9% | $4,815-76.7% | $10,133-88.9% |