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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 | $15,630 | $68,868-77.3% | $183,328-91.5% | $67,986-77.0% |
| Participation rate | 38.7% | 57.0%-18.3pp | 77.3%-38.6pp | 57.2%-18.5pp |
| Annual return | 15.69% | 28.80%-13.1pp | 29.67%-14.0pp | 31.67%-16.0pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $5,055-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,118 | $4,364-51.5% | $6,795-68.8% | $3,358-36.9% |
| Admin fee / account holder | $5,481 | $3,805+44.0% | $21,427-74.4% | $3,203+71.1% |