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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 | $23,834 | $93,345-74.5% | $119,126-80.0% | $87,485-72.8% |
| Participation rate | 59.5% | 68.7%-9.3pp | 75.8%-16.3pp | 68.9%-9.5pp |
| Annual return | 16.23% | 19.08%-2.8pp | 282.11%-265.9pp | 26.06%-9.8pp |
| Employer contribution / active EE | $1,562 | $3,172-50.7% | $4,034-61.3% | $2,596-39.8% |
| Participant deferral / active EE | $2,710 | $4,099-33.9% | $5,318-49.0% | $4,274-36.6% |
| Admin fee / account holder | $596 | $8,039-92.6% | $10,693-94.4% | $7,775-92.3% |