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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 | $23,745 | $152,592-84.4% | $125,180-81.0% | $152,885-84.5% |
| Participation rate | 60.9% | 83.3%-22.5pp | 79.8%-18.9pp | 82.5%-21.6pp |
| Annual return | 18.60% | 54.84%-36.2pp | 43.79%-25.2pp | 345.39%-326.8pp |
| Employer contribution / active EE | $1,901 | $4,947-61.6% | $3,866-50.8% | $4,763-60.1% |
| Participant deferral / active EE | $3,538 | $5,868-39.7% | $4,937-28.3% | $5,851-39.5% |
| Admin fee / account holder | $1,405 | $13,435-89.5% | $9,703-85.5% | $11,598-87.9% |