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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 | $13,729 | $91,179-84.9% | $178,499-92.3% | $79,852-82.8% |
| Participation rate | 66.1% | 69.2%-3.1pp | 81.9%-15.8pp | 69.6%-3.5pp |
| Annual return | 26.00% | 24.19%+1.8pp | 151.10%-125.1pp | 31.72%-5.7pp |
| Employer contribution / active EE | $1,116 | $3,256-65.7% | $5,011-77.7% | $2,471-54.8% |
| Participant deferral / active EE | $2,213 | $3,236-31.6% | $5,202-57.5% | $3,740-40.8% |
| Admin fee / account holder | $771 | $6,749-88.6% | $13,986-94.5% | $5,306-85.5% |