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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 | $19,937 | $98,766-79.8% | $149,730-86.7% | $79,852-75.0% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.5%-24.1pp | 69.6%-11.3pp |
| Annual return | 32.00% | 27.43%+4.6pp | 276.70%-244.7pp | 31.72%+0.3pp |
| Employer contribution / active EE | $661 | $3,217-79.5% | $4,645-85.8% | $2,471-73.2% |
| Participant deferral / active EE | $3,502 | $5,681-38.4% | $6,843-48.8% | $3,740-6.4% |
| Admin fee / account holder | $1,409 | $6,052-76.7% | $9,310-84.9% | $5,306-73.4% |