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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 | $18,060 | $102,422-82.4% | $147,117-87.7% | $80,959-77.7% |
| Participation rate | 58.3% | 75.9%-17.5pp | 82.2%-23.9pp | 67.7%-9.3pp |
| Annual return | 18.11% | 135.16%-117.0pp | 420.54%-402.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $2,535 | $3,717-31.8% | $4,932-48.6% | $2,757-8.1% |
| Participant deferral / active EE | $6,708 | $6,652+0.8% | $8,065-16.8% | $4,300+56.0% |
| Admin fee / account holder | $1,174 | $7,953-85.2% | $12,993-91.0% | $6,925-83.0% |