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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 | $7,717 | $63,809-87.9% | $81,353-90.5% | $80,935-90.5% |
| Participation rate | 37.5% | 63.9%-26.4pp | 69.5%-32.0pp | 67.7%-30.2pp |
| Annual return | 11.19% | 16.37%-5.2pp | 24.82%-13.6pp | 35.66%-24.5pp |
| Employer contribution / active EE | $714 | $1,981-64.0% | $2,464-71.0% | $2,757-74.1% |
| Participant deferral / active EE | $1,649 | $3,093-46.7% | $3,885-57.5% | $4,299-61.6% |
| Admin fee / account holder | $399 | $5,686-93.0% | $5,766-93.1% | $6,924-94.2% |