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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 | $25,630 | $95,453-73.1% | $112,040-77.1% | $82,448-68.9% |
| Participation rate | 61.1% | 72.8%-11.6pp | 76.5%-15.4pp | 68.1%-7.0pp |
| Annual return | 13.81% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,313 | $2,318-43.4% | $2,954-55.6% | $2,551-48.5% |
| Participant deferral / active EE | $2,651 | $4,224-37.2% | $5,098-48.0% | $4,139-36.0% |
| Admin fee / account holder | $2,649 | $9,013-70.6% | $12,098-78.1% | $7,234-63.4% |