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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 | $64,517-83.7% | $81,438-87.1% | $80,874-87.0% |
| Participation rate | 56.7% | 63.9%-7.2pp | 69.5%-12.8pp | 67.6%-11.0pp |
| Annual return | 11.85% | 16.35%-4.5pp | 24.74%-12.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,178 | $1,982-40.5% | $2,460-52.1% | $2,756-57.2% |
| Participant deferral / active EE | $2,315 | $3,096-25.2% | $3,883-40.4% | $4,297-46.1% |
| Admin fee / account holder | $306 | $5,677-94.6% | $5,764-94.7% | $6,935-95.6% |