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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 | $23,342 | $102,429-77.2% | $147,096-84.1% | $80,925-71.2% |
| Participation rate | 69.8% | 75.9%-6.1pp | 82.2%-12.4pp | 67.7%+2.2pp |
| Annual return | 11.94% | 135.02%-123.1pp | 419.75%-407.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,065 | $3,716-44.4% | $4,936-58.2% | $2,756-25.1% |
| Participant deferral / active EE | $2,686 | $6,649-59.6% | $8,071-66.7% | $4,299-37.5% |
| Admin fee / account holder | $1,938 | $7,957-75.6% | $13,005-85.1% | $6,940-72.1% |