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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 | $8,664 | $81,504-89.4% | $102,437-91.5% | $80,959-89.3% |
| Participation rate | 66.0% | 66.9%-0.9pp | 74.5%-8.6pp | 67.7%-1.7pp |
| Annual return | 20.14% | 25.60%-5.5pp | 24.95%-4.8pp | 35.67%-15.5pp |
| Employer contribution / active EE | $1,372 | $3,104-55.8% | $3,871-64.6% | $2,757-50.2% |
| Participant deferral / active EE | $2,730 | $3,871-29.5% | $5,060-46.1% | $4,300-36.5% |
| Admin fee / account holder | $824 | $6,719-87.7% | $8,388-90.2% | $6,925-88.1% |