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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 | $15,321 | $95,453-83.9% | $112,040-86.3% | $82,448-81.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 13.92% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,201 | $2,318-48.2% | $2,954-59.3% | $2,551-52.9% |
| Participant deferral / active EE | $3,026 | $4,224-28.4% | $5,098-40.6% | $4,139-26.9% |
| Admin fee / account holder | $2,887 | $9,013-68.0% | $12,098-76.1% | $7,234-60.1% |