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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 | $13,900 | $58,895-76.4% | $178,503-92.2% | $73,497-81.1% |
| Participation rate | 57.4% | 66.2%-8.8pp | 81.9%-24.5pp | 70.7%-13.3pp |
| Annual return | 16.99% | 24.86%-7.9pp | 151.12%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $518 | $2,236-76.8% | $5,011-89.7% | $2,270-77.2% |
| Participant deferral / active EE | $1,292 | $2,567-49.7% | $5,202-75.2% | $3,740-65.5% |
| Admin fee / account holder | $1,032 | $400+157.6% | $13,987-92.6% | $513+101.0% |