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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 | $14,776 | $80,748-81.7% | $102,383-85.6% | $74,429-80.1% |
| Participation rate | 35.4% | 65.7%-30.2pp | 74.5%-39.1pp | 67.2%-31.8pp |
| Annual return | 15.24% | 27.57%-12.3pp | 24.94%-9.7pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $1,034 | $3,159-67.3% | $3,870-73.3% | $2,625-60.6% |
| Participant deferral / active EE | $2,109 | $3,861-45.4% | $5,060-58.3% | $4,348-51.5% |
| Admin fee / account holder | $1,894 | $2,371-20.1% | $8,391-77.4% | $1,944-2.6% |