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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 | $17,424 | $86,940-80.0% | $102,434-83.0% | $80,935-78.5% |
| Participation rate | 47.6% | 72.4%-24.8pp | 76.5%-28.9pp | 67.7%-20.0pp |
| Annual return | 122.94% | 18.89%+104.0pp | 29.46%+93.5pp | 35.66%+87.3pp |
| Employer contribution / active EE | $1,722 | $2,370-27.3% | $3,023-43.0% | $2,757-37.5% |
| Participant deferral / active EE | $4,423 | $4,121+7.3% | $5,055-12.5% | $4,299+2.9% |
| Admin fee / account holder | $932 | $8,047-88.4% | $9,462-90.1% | $6,924-86.5% |