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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 | $14,115 | $152,460-90.7% | $118,746-88.1% | $147,586-90.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.3%-11.6pp | 82.8%-16.2pp |
| Annual return | 17.54% | 17.41%+0.1pp | 24.54%-7.0pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,655 | $5,046-67.2% | $4,193-60.5% | $4,876-66.1% |
| Participant deferral / active EE | $2,207 | $6,212-64.5% | $5,332-58.6% | $5,439-59.4% |
| Admin fee / account holder | $2,945 | $16,953-82.6% | $10,720-72.5% | $10,886-72.9% |