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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 | $12,224 | $54,541-77.6% | $78,778-84.5% | $70,126-82.6% |
| Participation rate | 53.1% | 60.8%-7.7pp | 69.2%-16.1pp | 69.5%-16.4pp |
| Annual return | 19.41% | 21.07%-1.7pp | 35.62%-16.2pp | 73.15%-53.7pp |
| Employer contribution / active EE | $894 | $1,089-17.9% | $1,986-55.0% | $2,343-61.9% |
| Participant deferral / active EE | $1,343 | $2,210-39.2% | $2,958-54.6% | $3,332-59.7% |
| Admin fee / account holder | $918 | $3,709-75.2% | $5,134-82.1% | $4,645-80.2% |