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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 | $10,909 | $71,208-84.7% | $93,681-88.4% | $80,911-86.5% |
| Participation rate | 68.5% | 60.4%+8.1pp | 68.7%-0.2pp | 67.6%+0.9pp |
| Annual return | 14.07% | 11.27%+2.8pp | 133.47%-119.4pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,250 | $1,564-20.1% | $2,422-48.4% | $2,756-54.6% |
| Participant deferral / active EE | $1,408 | $4,035-65.1% | $4,415-68.1% | $4,297-67.2% |
| Admin fee / account holder | $565 | $6,951-91.9% | $8,290-93.2% | $6,935-91.9% |