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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 | $22,425 | $76,383-70.6% | $121,663-81.6% | $64,340-65.1% |
| Participation rate | 51.6% | 60.4%-8.9pp | 74.5%-22.9pp | 55.2%-3.7pp |
| Annual return | 85.13% | 16.98%+68.1pp | 147.54%-62.4pp | 24.14%+61.0pp |
| Employer contribution / active EE | $2,049 | $1,943+5.5% | $3,020-32.2% | $1,862+10.0% |
| Participant deferral / active EE | $1,749 | $3,149-44.5% | $4,887-64.2% | $2,980-41.3% |
| Admin fee / account holder | $610 | $4,142-85.3% | $14,289-95.7% | $3,703-83.5% |