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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 | $138,312-89.5% | $122,979-88.2% | $155,188-90.7% |
| Participation rate | 68.2% | 80.2%-12.0pp | 77.2%-9.0pp | 80.8%-12.6pp |
| Annual return | 20.67% | 22.06%-1.4pp | 20.12%+0.6pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,318 | $3,530-62.7% | $3,062-56.9% | $4,248-69.0% |
| Participant deferral / active EE | $2,763 | $5,592-50.6% | $5,003-44.8% | $6,531-57.7% |
| Admin fee / account holder | $764 | $15,089-94.9% | $12,864-94.1% | $14,480-94.7% |