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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 | $15,705 | $88,672-82.3% | $105,223-85.1% | $82,448-81.0% |
| Participation rate | 67.9% | 67.9%-0.1pp | 75.0%-7.2pp | 68.1%-0.2pp |
| Annual return | 19.75% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $938 | $3,048-69.2% | $3,689-74.6% | $2,551-63.2% |
| Participant deferral / active EE | $3,176 | $4,036-21.3% | $5,072-37.4% | $4,139-23.3% |
| Admin fee / account holder | $1,128 | $7,146-84.2% | $8,859-87.3% | $7,234-84.4% |