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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 | $19,243 | $166,268-88.4% | $165,100-88.3% | $145,897-86.8% |
| Participation rate | 52.6% | 82.0%-29.4pp | 78.6%-26.0pp | 80.3%-27.7pp |
| Annual return | 12.61% | 100.52%-87.9pp | 70.21%-57.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,873 | $5,284-64.6% | $4,348-56.9% | $4,663-59.8% |
| Participant deferral / active EE | $2,401 | $6,964-65.5% | $6,035-60.2% | $6,689-64.1% |
| Admin fee / account holder | $1,107 | $16,659-93.4% | $12,696-91.3% | $13,390-91.7% |