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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 | $12,530 | $106,524-88.2% | $152,301-91.8% | $87,485-85.7% |
| Participation rate | 61.8% | 75.8%-14.0pp | 82.4%-20.7pp | 68.9%-7.2pp |
| Annual return | 209.37% | 26.89%+182.5pp | 80.50%+128.9pp | 26.06%+183.3pp |
| Employer contribution / active EE | $1,403 | $3,371-58.4% | $4,624-69.7% | $2,596-46.0% |
| Participant deferral / active EE | $3,940 | $6,525-39.6% | $8,004-50.8% | $4,274-7.8% |
| Admin fee / account holder | $1,279 | $8,287-84.6% | $14,398-91.1% | $7,775-83.5% |