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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 | $14,803 | $117,895-87.4% | $102,460-85.6% | $145,897-89.9% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 22.06% | 31.92%-9.9pp | 29.47%-7.4pp | 552.29%-530.2pp |
| Employer contribution / active EE | $2,208 | $3,619-39.0% | $3,025-27.0% | $4,663-52.6% |
| Participant deferral / active EE | $3,509 | $5,736-38.8% | $5,056-30.6% | $6,689-47.5% |
| Admin fee / account holder | $4,807 | $13,353-64.0% | $9,460-49.2% | $13,390-64.1% |