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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 | $14,206 | $107,363-86.8% | $92,909-84.7% | $152,897-90.7% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 23.17% | 145.63%-122.5pp | 109.44%-86.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $904 | $4,222-78.6% | $3,653-75.3% | $4,764-81.0% |
| Participant deferral / active EE | $1,955 | $4,848-59.7% | $4,238-53.9% | $5,851-66.6% |
| Admin fee / account holder | $3,710 | $7,082-47.6% | $5,795-36.0% | $11,599-68.0% |