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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 | $13,360 | $135,956-90.2% | $123,894-89.2% | $273,972-95.1% |
| Participation rate | 42.1% | 84.1%-42.0pp | 81.4%-39.3pp | 83.0%-40.9pp |
| Annual return | 65.72% | 56.63%+9.1pp | 47.52%+18.2pp | 41.46%+24.3pp |
| Employer contribution / active EE | $841 | $5,170-83.7% | $4,617-81.8% | $4,869-82.7% |
| Participant deferral / active EE | $1,990 | $6,343-68.6% | $5,984-66.7% | $5,287-62.4% |
| Admin fee / account holder | $620 | $9,817-93.7% | $8,357-92.6% | $10,133-93.9% |