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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 | $24,271 | $98,776-75.4% | $149,745-83.8% | $79,856-69.6% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 30.52% | 27.38%+3.1pp | 276.72%-246.2pp | 31.71%-1.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,692 | $5,681+53.0% | $6,843+27.0% | $3,741+132.4% |
| Admin fee / account holder | $3,798 | $6,053-37.2% | $9,312-59.2% | $5,306-28.4% |