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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 | $16,475 | $183,592-91.0% | $155,574-89.4% | $145,877-88.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 18.99% | 61.37%-42.4pp | 64.87%-45.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,133 | $5,317-78.7% | $4,676-75.8% | $4,663-75.7% |
| Participant deferral / active EE | $2,631 | $6,466-59.3% | $5,629-53.3% | $6,691-60.7% |
| Admin fee / account holder | $2,240 | $19,316-88.4% | $15,914-85.9% | $13,402-83.3% |