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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 | $19,564 | $81,487-76.0% | $102,412-80.9% | $80,935-75.8% |
| Participation rate | 30.6% | 66.8%-36.3pp | 74.5%-43.9pp | 67.7%-37.1pp |
| Annual return | 31.08% | 25.60%+5.5pp | 24.94%+6.1pp | 35.66%-4.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,543 | $3,871-8.5% | $5,060-30.0% | $4,299-17.6% |
| Admin fee / account holder | $897 | $6,717-86.7% | $8,388-89.3% | $6,924-87.1% |