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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 | $8,132 | $86,949-90.6% | $102,460-92.1% | $80,959-90.0% |
| Participation rate | 68.0% | 72.4%-4.4pp | 76.5%-8.5pp | 67.7%+0.3pp |
| Annual return | 12.75% | 18.89%-6.1pp | 29.47%-16.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,329 | $2,370-43.9% | $3,025-56.1% | $2,757-51.8% |
| Participant deferral / active EE | $2,616 | $4,121-36.5% | $5,056-48.3% | $4,300-39.2% |
| Admin fee / account holder | $1,273 | $8,048-84.2% | $9,460-86.5% | $6,925-81.6% |