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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 | $13,292 | $201,370-93.4% | $184,256-92.8% | $145,897-90.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 32.31% | 29.05%+3.3pp | 28.85%+3.5pp | 552.29%-520.0pp |
| Employer contribution / active EE | $1,694 | $7,024-75.9% | $6,427-73.6% | $4,663-63.7% |
| Participant deferral / active EE | $4,785 | $9,808-51.2% | $9,133-47.6% | $6,689-28.5% |
| Admin fee / account holder | $923 | $16,364-94.4% | $13,899-93.4% | $13,390-93.1% |