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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 | $12,861 | $87,106-85.2% | $105,607-87.8% | $80,935-84.1% |
| Participation rate | 36.7% | 70.4%-33.7pp | 75.3%-38.5pp | 67.7%-30.9pp |
| Annual return | 15.04% | 17.01%-2.0pp | 116.11%-101.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,101 | $2,396-54.0% | $3,167-65.2% | $2,757-60.1% |
| Participant deferral / active EE | $1,801 | $3,986-54.8% | $5,011-64.1% | $4,299-58.1% |
| Admin fee / account holder | $1,826 | $8,447-78.4% | $10,958-83.3% | $6,924-73.6% |