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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 | $15,487 | $156,398-90.1% | $147,318-89.5% | $138,895-88.8% |
| Participation rate | 53.3% | 83.8%-30.4pp | 82.1%-28.7pp | 79.9%-26.6pp |
| Annual return | 22.51% | 78.75%-56.2pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $2,185 | $4,853-55.0% | $4,593-52.4% | $4,194-47.9% |
| Participant deferral / active EE | $3,525 | $8,237-57.2% | $7,906-55.4% | $6,396-44.9% |
| Admin fee / account holder | $1,353 | $14,976-91.0% | $13,708-90.1% | $12,562-89.2% |