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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 | $12,891 | $55,446-76.8% | $155,574-91.7% | $74,429-82.7% |
| Participation rate | 57.1% | 61.9%-4.8pp | 78.2%-21.1pp | 67.2%-10.1pp |
| Annual return | 15.58% | 269.20%-253.6pp | 64.87%-49.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $1,878 | $2,266-17.1% | $4,676-59.8% | $2,625-28.5% |
| Participant deferral / active EE | $3,060 | $2,836+7.9% | $5,629-45.6% | $4,348-29.6% |
| Admin fee / account holder | $639 | $1,743-63.3% | $15,914-96.0% | $1,944-67.1% |