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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 | $18,319 | $117,846-84.5% | $102,434-82.1% | $145,884-87.4% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.22% | 31.90%-22.7pp | 29.46%-20.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,345 | $3,615-62.8% | $3,023-55.5% | $4,662-71.1% |
| Participant deferral / active EE | $3,133 | $5,733-45.4% | $5,055-38.0% | $6,690-53.2% |
| Admin fee / account holder | $329 | $13,356-97.5% | $9,462-96.5% | $13,392-97.5% |