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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 | $19,717 | $89,367-77.9% | $141,191-86.0% | $72,975-73.0% |
| Participation rate | 57.8% | 75.1%-17.3pp | 82.5%-24.7pp | 69.5%-11.7pp |
| Annual return | 19.35% | 111.87%-92.5pp | 71.41%-52.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $1,464 | $3,115-53.0% | $4,736-69.1% | $2,440-40.0% |
| Participant deferral / active EE | $2,682 | $5,419-50.5% | $6,710-60.0% | $3,608-25.7% |
| Admin fee / account holder | $493 | $5,957-91.7% | $10,264-95.2% | $5,124-90.4% |