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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 | $13,492 | $69,444-80.6% | $92,985-85.5% | $87,485-84.6% |
| Participation rate | 62.2% | 63.3%-1.1pp | 69.5%-7.3pp | 68.9%-6.7pp |
| Annual return | 20.48% | 23.85%-3.4pp | 27.99%-7.5pp | 26.06%-5.6pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,302 | $3,364-31.6% | $4,377-47.4% | $4,274-46.1% |
| Admin fee / account holder | $610 | $6,137-90.1% | $9,463-93.6% | $7,775-92.1% |