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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 | $11,526 | $124,425-90.7% | $112,040-89.7% | $137,256-91.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 16.28% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,328 | $3,411-61.1% | $2,954-55.0% | $4,156-68.0% |
| Participant deferral / active EE | $3,701 | $5,718-35.3% | $5,098-27.4% | $6,407-42.2% |
| Admin fee / account holder | $5,175 | $15,207-66.0% | $12,098-57.2% | $12,270-57.8% |