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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 | $12,043 | $124,351-90.3% | $109,188-89.0% | $167,553-92.8% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 15.55% | 26.04%-10.5pp | 25.76%-10.2pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,131 | $4,210-73.1% | $3,723-69.6% | $4,840-76.6% |
| Participant deferral / active EE | $1,627 | $5,257-69.0% | $4,654-65.0% | $6,343-74.3% |
| Admin fee / account holder | $1,757 | $7,975-78.0% | $6,755-74.0% | $12,316-85.7% |