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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 | $18,776 | $102,422-81.7% | $147,117-87.2% | $80,959-76.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 15.04% | 135.16%-120.1pp | 420.54%-405.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,212 | $3,717-67.4% | $4,932-75.4% | $2,757-56.1% |
| Participant deferral / active EE | $4,214 | $6,652-36.6% | $8,065-47.7% | $4,300-2.0% |
| Admin fee / account holder | $480 | $7,953-94.0% | $12,993-96.3% | $6,925-93.1% |