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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 | $97,648-82.1% | $121,663-85.6% | $87,485-80.0% |
| Participation rate | 45.5% | 70.5%-25.0pp | 74.5%-29.0pp | 68.9%-23.5pp |
| Annual return | 19.32% | 18.03%+1.3pp | 147.54%-128.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $943 | $2,300-59.0% | $3,020-68.8% | $2,596-63.7% |
| Participant deferral / active EE | $2,797 | $3,923-28.7% | $4,887-42.8% | $4,274-34.6% |
| Admin fee / account holder | $691 | $11,100-93.8% | $14,289-95.2% | $7,775-91.1% |