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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 | $17,482 | $94,031-81.4% | $115,768-84.9% | $82,448-78.8% |
| Participation rate | 45.5% | 70.4%-25.0pp | 74.4%-28.9pp | 68.1%-22.6pp |
| Annual return | 19.32% | 20.61%-1.3pp | 100.46%-81.1pp | 41.64%-22.3pp |
| Employer contribution / active EE | $943 | $2,323-59.4% | $2,940-67.9% | $2,551-63.0% |
| Participant deferral / active EE | $2,797 | $3,972-29.6% | $4,917-43.1% | $4,139-32.4% |
| Admin fee / account holder | $691 | $10,249-93.3% | $12,439-94.4% | $7,234-90.4% |