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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 | $16,114 | $85,766-81.2% | $136,298-88.2% | $70,126-77.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 20.82% | 31.46%-10.6pp | 5156.27%-5135.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $983 | $2,966-66.9% | $4,696-79.1% | $2,343-58.1% |
| Participant deferral / active EE | $2,859 | $5,051-43.4% | $6,247-54.2% | $3,332-14.2% |
| Admin fee / account holder | $334 | $5,421-93.8% | $9,244-96.4% | $4,645-92.8% |