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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 | $18,592 | $117,846-84.2% | $102,434-81.8% | $145,884-87.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.62% | 31.90%-19.3pp | 29.46%-16.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,460 | $3,615-59.6% | $3,023-51.7% | $4,662-68.7% |
| Participant deferral / active EE | $2,017 | $5,733-64.8% | $5,055-60.1% | $6,690-69.8% |
| Admin fee / account holder | $400 | $13,356-97.0% | $9,462-95.8% | $13,392-97.0% |