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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 | $17,588 | $63,346-72.2% | $92,240-80.9% | $70,126-74.9% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 16.68% | 530.19%-513.5pp | 176.29%-159.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,160 | $2,471-53.1% | $3,680-68.5% | $2,343-50.5% |
| Participant deferral / active EE | $2,944 | $2,854+3.1% | $3,897-24.5% | $3,332-11.7% |
| Admin fee / account holder | $372 | $3,841-90.3% | $5,194-92.8% | $4,645-92.0% |