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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 | $18,055 | $71,230-74.7% | $93,727-80.7% | $80,959-77.7% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 15.33% | 11.26%+4.1pp | 133.83%-118.5pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,045 | $1,565-33.2% | $2,421-56.8% | $2,757-62.1% |
| Participant deferral / active EE | $1,489 | $4,037-63.1% | $4,417-66.3% | $4,300-65.4% |
| Admin fee / account holder | $1,756 | $6,961-74.8% | $8,292-78.8% | $6,925-74.6% |