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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 | $18,490 | $73,532-74.9% | $178,505-89.6% | $74,478-75.2% |
| Participation rate | 48.2% | 66.6%-18.4pp | 77.1%-28.9pp | 67.2%-19.0pp |
| Annual return | 17.11% | 17.49%-0.4pp | 27.16%-10.1pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $1,280 | $2,221-42.4% | $3,955-67.6% | $2,626-51.3% |
| Participant deferral / active EE | $3,567 | $4,519-21.1% | $6,280-43.2% | $4,350-18.0% |
| Admin fee / account holder | $951 | $1,813-47.5% | $10,428-90.9% | $1,946-51.1% |