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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 | $16,538 | $63,346-73.9% | $92,239-82.1% | $70,124-76.4% |
| Participation rate | 55.1% | 68.7%-13.5pp | 76.5%-21.4pp | 69.5%-14.4pp |
| Annual return | 16.92% | 530.19%-513.3pp | 176.29%-159.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $921 | $2,471-62.7% | $3,680-75.0% | $2,342-60.7% |
| Participant deferral / active EE | $1,815 | $2,854-36.4% | $3,897-53.4% | $3,332-45.5% |
| Admin fee / account holder | $409 | $3,841-89.3% | $5,194-92.1% | $4,645-91.2% |