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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 | $12,236 | $84,233-85.5% | $170,436-92.8% | $70,131-82.6% |
| Participation rate | 63.2% | 70.8%-7.7pp | 83.6%-20.4pp | 69.5%-6.4pp |
| Annual return | 14.53% | 23.06%-8.5pp | 205.94%-191.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,425 | $3,387-57.9% | $5,433-73.8% | $2,342-39.2% |
| Participant deferral / active EE | $1,625 | $3,086-47.3% | $4,939-67.1% | $3,332-51.2% |
| Admin fee / account holder | $1,299 | $5,698-77.2% | $13,880-90.6% | $4,645-72.0% |