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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 | $14,460 | $136,860-89.4% | $120,344-88.0% | $154,746-90.7% |
| Participation rate | 68.2% | 79.9%-11.7pp | 76.7%-8.5pp | 80.7%-12.5pp |
| Annual return | 20.67% | 21.38%-0.7pp | 20.30%+0.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,318 | $3,533-62.7% | $3,020-56.3% | $4,379-69.9% |
| Participant deferral / active EE | $2,763 | $5,793-52.3% | $5,135-46.2% | $6,730-58.9% |
| Admin fee / account holder | $764 | $15,393-95.0% | $12,742-94.0% | $14,365-94.7% |