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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 | $17,222 | $76,564-77.5% | $105,582-83.7% | $94,015-81.7% |
| Participation rate | 39.8% | 65.2%-25.4pp | 71.8%-32.0pp | 70.8%-31.1pp |
| Annual return | 21.43% | 20.69%+0.7pp | 18.61%+2.8pp | 17.84%+3.6pp |
| Employer contribution / active EE | $758 | $1,995-62.0% | $2,984-74.6% | $2,790-72.8% |
| Participant deferral / active EE | $1,817 | $3,320-45.3% | $4,353-58.3% | $4,249-57.2% |
| Admin fee / account holder | $1,595 | $7,129-77.6% | $12,856-87.6% | $8,951-82.2% |