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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 | $10,107 | $43,496-76.8% | $161,489-93.7% | $64,340-84.3% |
| Participation rate | 47.1% | 53.5%-6.5pp | 78.7%-31.6pp | 55.2%-8.2pp |
| Annual return | 26.82% | 20.76%+6.1pp | 89.72%-62.9pp | 24.14%+2.7pp |
| Employer contribution / active EE | $926 | $1,431-35.3% | $4,268-78.3% | $1,862-50.3% |
| Participant deferral / active EE | $1,188 | $1,996-40.5% | $5,630-78.9% | $2,980-60.1% |
| Admin fee / account holder | $372 | $2,330-84.1% | $16,006-97.7% | $3,703-90.0% |