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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 | $126,661-90.9% | $113,397-89.8% | $138,895-91.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.5%-9.8pp | 79.9%-13.3pp |
| Annual return | 16.28% | 25.05%-8.8pp | 23.20%-6.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,328 | $3,456-61.6% | $2,977-55.4% | $4,194-68.3% |
| Participant deferral / active EE | $3,701 | $5,693-35.0% | $5,076-27.1% | $6,396-42.1% |
| Admin fee / account holder | $5,175 | $14,549-64.4% | $11,957-56.7% | $12,562-58.8% |