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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 | $19,272 | $87,132-77.9% | $105,624-81.8% | $80,959-76.2% |
| Participation rate | 69.9% | 70.4%-0.5pp | 75.3%-5.4pp | 67.7%+2.2pp |
| Annual return | 13.56% | 17.03%-3.5pp | 116.20%-102.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,376 | $2,397-42.6% | $3,168-56.6% | $2,757-50.1% |
| Participant deferral / active EE | $2,085 | $3,985-47.7% | $5,013-58.4% | $4,300-51.5% |
| Admin fee / account holder | $947 | $8,449-88.8% | $10,961-91.4% | $6,925-86.3% |