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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 | $21,738 | $101,795-78.6% | $165,100-86.8% | $80,959-73.1% |
| Participation rate | 45.8% | 71.8%-26.1pp | 78.6%-32.9pp | 67.7%-21.9pp |
| Annual return | 108.53% | 16.73%+91.8pp | 70.21%+38.3pp | 35.67%+72.9pp |
| Employer contribution / active EE | $1,666 | $2,954-43.6% | $4,348-61.7% | $2,757-39.6% |
| Participant deferral / active EE | $2,889 | $4,476-35.4% | $6,035-52.1% | $4,300-32.8% |
| Admin fee / account holder | $2,970 | $8,221-63.9% | $12,696-76.6% | $6,925-57.1% |