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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 | $21,493 | $87,132-75.3% | $105,624-79.7% | $80,959-73.5% |
| Participation rate | 26.7% | 70.4%-43.8pp | 75.3%-48.6pp | 67.7%-41.0pp |
| Annual return | 16.48% | 17.03%-0.6pp | 116.20%-99.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,192 | $2,397-50.3% | $3,168-62.4% | $2,757-56.8% |
| Participant deferral / active EE | $2,185 | $3,985-45.2% | $5,013-56.4% | $4,300-49.2% |
| Admin fee / account holder | $1,327 | $8,449-84.3% | $10,961-87.9% | $6,925-80.8% |