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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 | $13,689 | $87,059-84.3% | $105,608-87.0% | $80,925-83.1% |
| Participation rate | 66.7% | 70.4%-3.8pp | 75.3%-8.6pp | 67.7%-1.0pp |
| Annual return | 13.04% | 17.05%-4.0pp | 116.50%-103.5pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,110 | $2,396-53.7% | $3,167-65.0% | $2,756-59.7% |
| Participant deferral / active EE | $2,167 | $3,986-45.6% | $5,010-56.7% | $4,299-49.6% |
| Admin fee / account holder | $1,141 | $8,443-86.5% | $11,028-89.7% | $6,940-83.6% |