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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 | $23,438 | $162,821-85.6% | $133,978-82.5% | $158,982-85.3% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | 18.96% | 41.95%-23.0pp | 45.10%-26.1pp | 302.99%-284.0pp |
| Employer contribution / active EE | $1,291 | $4,976-74.1% | $3,919-67.1% | $4,763-72.9% |
| Participant deferral / active EE | $3,746 | $5,910-36.6% | $5,047-25.8% | $5,983-37.4% |
| Admin fee / account holder | $2,569 | $11,742-78.1% | $8,930-71.2% | $11,252-77.2% |