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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 | $19,887 | $106,749-81.4% | $145,433-86.3% | $82,448-75.9% |
| Participation rate | 34.6% | 75.6%-41.0pp | 82.1%-47.5pp | 68.1%-33.5pp |
| Annual return | 83.56% | 27.59%+56.0pp | 66.58%+17.0pp | 41.64%+41.9pp |
| Employer contribution / active EE | $1,075 | $3,444-68.8% | $4,554-76.4% | $2,551-57.9% |
| Participant deferral / active EE | $2,579 | $6,519-60.4% | $7,897-67.3% | $4,139-37.7% |
| Admin fee / account holder | $1,531 | $8,390-81.8% | $13,129-88.3% | $7,234-78.8% |