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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 | $15,532 | $166,131-90.7% | $164,975-90.6% | $145,877-89.4% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 16.67% | 100.37%-83.7pp | 70.12%-53.4pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,056 | $5,276-61.0% | $4,343-52.7% | $4,663-55.9% |
| Participant deferral / active EE | $2,792 | $6,962-59.9% | $6,033-53.7% | $6,691-58.3% |
| Admin fee / account holder | $1,312 | $16,648-92.1% | $12,688-89.7% | $13,402-90.2% |