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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 | $20,182 | $102,422-80.3% | $147,117-86.3% | $80,959-75.1% |
| Participation rate | 49.1% | 75.9%-26.8pp | 82.2%-33.1pp | 67.7%-18.6pp |
| Annual return | 13.37% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,301 | $3,717-65.0% | $4,932-73.6% | $2,757-52.8% |
| Participant deferral / active EE | $4,064 | $6,652-38.9% | $8,065-49.6% | $4,300-5.5% |
| Admin fee / account holder | $440 | $7,953-94.5% | $12,993-96.6% | $6,925-93.6% |