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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 | $19,227 | $93,617-79.5% | $135,982-85.9% | $75,177-74.4% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 89.65% | 30.89%+58.8pp | 68.32%+21.3pp | 160.75%-71.1pp |
| Employer contribution / active EE | $2,816 | $3,538-20.4% | $4,859-42.0% | $2,671+5.4% |
| Participant deferral / active EE | $5,127 | $6,406-20.0% | $7,760-33.9% | $4,126+24.2% |
| Admin fee / account holder | $1,038 | $6,980-85.1% | $10,767-90.4% | $5,651-81.6% |