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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 | $19,215 | $78,520-75.5% | $96,576-80.1% | $82,448-76.7% |
| Participation rate | 59.6% | 77.7%-18.1pp | 81.4%-21.8pp | 68.1%-8.5pp |
| Annual return | 107.33% | 41.30%+66.0pp | 38.47%+68.9pp | 41.64%+65.7pp |
| Employer contribution / active EE | $2,683 | $2,630+2.0% | $3,553-24.5% | $2,551+5.2% |
| Participant deferral / active EE | $5,977 | $6,754-11.5% | $7,956-24.9% | $4,139+44.4% |
| Admin fee / account holder | $2,909 | $13,455-78.4% | $11,381-74.4% | $7,234-59.8% |