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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 | $15,888 | $81,487-80.5% | $102,412-84.5% | $80,935-80.4% |
| Participation rate | 69.7% | 66.8%+2.9pp | 74.5%-4.8pp | 67.7%+2.0pp |
| Annual return | 16.19% | 25.60%-9.4pp | 24.94%-8.7pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,408 | $3,103-54.6% | $3,870-63.6% | $2,757-48.9% |
| Participant deferral / active EE | $3,828 | $3,871-1.1% | $5,060-24.3% | $4,299-11.0% |
| Admin fee / account holder | $1,442 | $6,717-78.5% | $8,388-82.8% | $6,924-79.2% |