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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 | $13,415 | $89,515-85.0% | $103,065-87.0% | $80,959-83.4% |
| Participation rate | 48.0% | 76.0%-28.0pp | 80.6%-32.6pp | 67.7%-19.7pp |
| Annual return | 0.00% | 22.82%-22.8pp | 23.95%-24.0pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,477 | $4,015-63.2% | $4,675-68.4% | $2,757-46.4% |
| Participant deferral / active EE | $3,192 | $5,463-41.6% | $6,625-51.8% | $4,300-25.8% |
| Admin fee / account holder | $1,348 | $6,527-79.3% | $9,349-85.6% | $6,925-80.5% |