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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 | $21,795 | $138,385-84.3% | $184,243-88.2% | $80,925-73.1% |
| Participation rate | 69.5% | 83.9%-14.4pp | 86.8%-17.3pp | 67.7%+1.8pp |
| Annual return | 12.00% | 20.02%-8.0pp | 28.82%-16.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,018 | $4,851-58.4% | $6,427-68.6% | $2,756-26.8% |
| Participant deferral / active EE | $4,669 | $7,075-34.0% | $9,132-48.9% | $4,299+8.6% |
| Admin fee / account holder | $7,350 | $10,489-29.9% | $13,914-47.2% | $6,940+5.9% |