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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 | $17,855 | $157,829-88.7% | $136,867-87.0% | $198,609-91.0% |
| Participation rate | 58.8% | 77.2%-18.4pp | 74.5%-15.7pp | 82.4%-23.6pp |
| Annual return | 14.13% | 51.25%-37.1pp | 42.97%-28.8pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,892 | $3,923-51.8% | $3,547-46.7% | $5,055-62.6% |
| Participant deferral / active EE | $2,975 | $5,463-45.5% | $4,924-39.6% | $6,977-57.4% |
| Admin fee / account holder | $4,115 | $11,107-63.0% | $10,340-60.2% | $19,030-78.4% |