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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 | $16,281 | $65,364-75.1% | $92,909-82.5% | $72,975-77.7% |
| Participation rate | 42.3% | 68.3%-26.0pp | 76.0%-33.7pp | 69.5%-27.2pp |
| Annual return | 19.12% | 42.11%-23.0pp | 109.44%-90.3pp | 81.01%-61.9pp |
| Employer contribution / active EE | $1,467 | $2,594-43.5% | $3,653-59.9% | $2,440-39.9% |
| Participant deferral / active EE | $1,828 | $3,128-41.6% | $4,238-56.9% | $3,608-49.3% |
| Admin fee / account holder | $1,569 | $4,251-63.1% | $5,795-72.9% | $5,124-69.4% |