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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 | $23,329 | $87,106-73.2% | $105,607-77.9% | $80,935-71.2% |
| Participation rate | 58.3% | 70.4%-12.1pp | 75.3%-16.9pp | 67.7%-9.3pp |
| Annual return | 13.42% | 17.01%-3.6pp | 116.11%-102.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,203 | $2,396-49.8% | $3,167-62.0% | $2,757-56.4% |
| Participant deferral / active EE | $1,953 | $3,986-51.0% | $5,011-61.0% | $4,299-54.6% |
| Admin fee / account holder | $5,270 | $8,447-37.6% | $10,958-51.9% | $6,924-23.9% |