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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 | $13,210 | $88,672-85.1% | $105,223-87.4% | $82,448-84.0% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 21.59% | 30.86%-9.3pp | 180.65%-159.1pp | 41.64%-20.0pp |
| Employer contribution / active EE | $910 | $3,048-70.1% | $3,689-75.3% | $2,551-64.3% |
| Participant deferral / active EE | $2,460 | $4,036-39.0% | $5,072-51.5% | $4,139-40.6% |
| Admin fee / account holder | $1,978 | $7,146-72.3% | $8,859-77.7% | $7,234-72.7% |