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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 | $14,779 | $73,978-80.0% | $96,515-84.7% | $75,173-80.3% |
| Participation rate | 31.9% | 66.4%-34.5pp | 74.3%-42.4pp | 67.2%-35.3pp |
| Annual return | 50.97% | 26.72%+24.2pp | 35.73%+15.2pp | 160.72%-109.8pp |
| Employer contribution / active EE | $1,535 | $2,931-47.6% | $3,740-58.9% | $2,671-42.5% |
| Participant deferral / active EE | $2,221 | $3,660-39.3% | $4,880-54.5% | $4,126-46.2% |
| Admin fee / account holder | $1,085 | $5,219-79.2% | $6,735-83.9% | $5,651-80.8% |