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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 | $18,336 | $76,367-76.0% | $93,614-80.4% | $72,983-74.9% |
| Participation rate | 69.2% | 71.7%-2.5pp | 75.8%-6.6pp | 69.5%-0.3pp |
| Annual return | 20.60% | 25.82%-5.2pp | 32.76%-12.2pp | 81.01%-60.4pp |
| Employer contribution / active EE | $759 | $2,275-66.6% | $2,718-72.1% | $2,440-68.9% |
| Participant deferral / active EE | $1,688 | $3,538-52.3% | $4,069-58.5% | $3,608-53.2% |
| Admin fee / account holder | $817 | $6,838-88.1% | $7,889-89.6% | $5,124-84.1% |