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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 | $15,087 | $129,737-88.4% | $119,126-87.3% | $154,746-90.3% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 24.31% | 379.08%-354.8pp | 282.11%-257.8pp | 172.34%-148.0pp |
| Employer contribution / active EE | $1,853 | $4,375-57.6% | $4,034-54.1% | $4,379-57.7% |
| Participant deferral / active EE | $3,428 | $5,842-41.3% | $5,318-35.5% | $6,730-49.1% |
| Admin fee / account holder | $2,644 | $11,961-77.9% | $10,693-75.3% | $14,365-81.6% |