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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 | $31,083 | $122,042-74.5% | $184,260-83.1% | $74,459-58.3% |
| Participation rate | 57.1% | 85.5%-28.3pp | 86.8%-29.7pp | 67.2%-10.1pp |
| Annual return | 19.91% | 19.91%0pp | 28.84%-8.9pp | 1369.70%-1349.8pp |
| Employer contribution / active EE | $3,429 | $4,537-24.4% | $6,427-46.7% | $2,626+30.6% |
| Participant deferral / active EE | $7,102 | $7,143-0.6% | $9,133-22.2% | $4,350+63.3% |
| Admin fee / account holder | $5,550 | $1,252+343.3% | $13,898-60.1% | $1,945+185.4% |