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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 | $16,148 | $81,487-80.2% | $102,412-84.2% | $80,935-80.0% |
| Participation rate | 36.7% | 66.8%-30.1pp | 74.5%-37.8pp | 67.7%-31.0pp |
| Annual return | 15.14% | 25.60%-10.5pp | 24.94%-9.8pp | 35.66%-20.5pp |
| Employer contribution / active EE | $968 | $3,103-68.8% | $3,870-75.0% | $2,757-64.9% |
| Participant deferral / active EE | $2,115 | $3,871-45.3% | $5,060-58.2% | $4,299-50.8% |
| Admin fee / account holder | $528 | $6,717-92.1% | $8,388-93.7% | $6,924-92.4% |