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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 | $18,518 | $86,940-78.7% | $102,434-81.9% | $80,935-77.1% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.7pp | 67.7%+0.2pp |
| Annual return | 128.39% | 18.89%+109.5pp | 29.46%+98.9pp | 35.66%+92.7pp |
| Employer contribution / active EE | $2,921 | $2,370+23.3% | $3,023-3.4% | $2,757+6.0% |
| Participant deferral / active EE | $5,370 | $4,121+30.3% | $5,055+6.2% | $4,299+24.9% |
| Admin fee / account holder | $566 | $8,047-93.0% | $9,462-94.0% | $6,924-91.8% |