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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 | $17,049 | $102,422-83.4% | $147,117-88.4% | $80,959-78.9% |
| Participation rate | 43.4% | 75.9%-32.5pp | 82.2%-38.8pp | 67.7%-24.2pp |
| Annual return | 19.40% | 135.16%-115.8pp | 420.54%-401.1pp | 35.67%-16.3pp |
| Employer contribution / active EE | $1,723 | $3,717-53.7% | $4,932-65.1% | $2,757-37.5% |
| Participant deferral / active EE | $2,726 | $6,652-59.0% | $8,065-66.2% | $4,300-36.6% |
| Admin fee / account holder | $2,359 | $7,953-70.3% | $12,993-81.8% | $6,925-65.9% |