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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 | $17,244 | $125,190-86.2% | $105,624-83.7% | $145,897-88.2% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 18.77% | 225.22%-206.4pp | 116.20%-97.4pp | 552.29%-533.5pp |
| Employer contribution / active EE | $2,512 | $3,720-32.5% | $3,168-20.7% | $4,663-46.1% |
| Participant deferral / active EE | $2,874 | $5,716-49.7% | $5,013-42.7% | $6,689-57.0% |
| Admin fee / account holder | $867 | $17,138-94.9% | $10,961-92.1% | $13,390-93.5% |