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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 | $19,470 | $171,272-88.6% | $127,803-84.8% | $152,885-87.3% |
| Participation rate | 65.0% | 83.5%-18.5pp | 79.0%-14.0pp | 82.5%-17.5pp |
| Annual return | 26.23% | 23.54%+2.7pp | 26.14%+0.1pp | 345.39%-319.2pp |
| Employer contribution / active EE | $1,833 | $5,451-66.4% | $4,576-59.9% | $4,763-61.5% |
| Participant deferral / active EE | $3,370 | $7,043-52.2% | $6,023-44.0% | $5,851-42.4% |
| Admin fee / account holder | $817 | $14,540-94.4% | $9,399-91.3% | $11,598-93.0% |