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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 | $10,535 | $63,809-83.5% | $81,353-87.1% | $80,935-87.0% |
| Participation rate | 56.7% | 63.9%-7.2pp | 69.5%-12.9pp | 67.7%-11.0pp |
| Annual return | 11.85% | 16.37%-4.5pp | 24.82%-13.0pp | 35.66%-23.8pp |
| Employer contribution / active EE | $1,178 | $1,981-40.5% | $2,464-52.2% | $2,757-57.3% |
| Participant deferral / active EE | $2,315 | $3,093-25.2% | $3,885-40.4% | $4,299-46.2% |
| Admin fee / account holder | $306 | $5,686-94.6% | $5,766-94.7% | $6,924-95.6% |