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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 | $20,569 | $79,181-74.0% | $102,423-79.9% | $74,429-72.4% |
| Participation rate | 45.9% | 74.8%-28.8pp | 76.5%-30.6pp | 67.2%-21.3pp |
| Annual return | 27.14% | 54.97%-27.8pp | 29.42%-2.3pp | 1368.38%-1341.2pp |
| Employer contribution / active EE | $1,738 | $2,362-26.4% | $3,023-42.5% | $2,625-33.8% |
| Participant deferral / active EE | $3,199 | $4,416-27.6% | $5,054-36.7% | $4,348-26.4% |
| Admin fee / account holder | $1,201 | $2,002-40.0% | $9,455-87.3% | $1,944-38.2% |