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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 | $17,791 | $89,259-80.1% | $107,187-83.4% | $82,637-78.5% |
| Participation rate | 61.5% | 67.9%-6.4pp | 75.0%-13.5pp | 68.1%-6.5pp |
| Annual return | 16.24% | 21.02%-4.8pp | 204.55%-188.3pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,497 | $3,080-51.4% | $3,782-60.4% | $2,552-41.3% |
| Participant deferral / active EE | $2,414 | $4,037-40.2% | $5,096-52.6% | $4,126-41.5% |
| Admin fee / account holder | $3,924 | $7,381-46.8% | $9,162-57.2% | $7,339-46.5% |