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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 | $21,350 | $152,619-86.0% | $125,195-82.9% | $152,909-86.0% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.5%-20.9pp |
| Annual return | 35.57% | 54.85%-19.3pp | 43.79%-8.2pp | 345.46%-309.9pp |
| Employer contribution / active EE | $1,406 | $4,947-71.6% | $3,866-63.6% | $4,764-70.5% |
| Participant deferral / active EE | $2,020 | $5,869-65.6% | $4,937-59.1% | $5,851-65.5% |
| Admin fee / account holder | $2,001 | $13,437-85.1% | $9,704-79.4% | $11,601-82.8% |