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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 | $13,212 | $110,240-88.0% | $96,544-86.3% | $139,487-90.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 24.77% | 26.41%-1.6pp | 25.88%-1.1pp | 373.84%-349.1pp |
| Employer contribution / active EE | $1,539 | $3,622-57.5% | $2,966-48.1% | $4,755-67.6% |
| Participant deferral / active EE | $1,977 | $5,549-64.4% | $4,851-59.2% | $6,713-70.5% |
| Admin fee / account holder | $355 | $11,602-96.9% | $8,254-95.7% | $11,407-96.9% |