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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 | $13,604 | $73,978-81.6% | $96,515-85.9% | $75,173-81.9% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 23.19% | 26.72%-3.5pp | 35.73%-12.5pp | 160.72%-137.5pp |
| Employer contribution / active EE | $2,064 | $2,931-29.6% | $3,740-44.8% | $2,671-22.7% |
| Participant deferral / active EE | $2,380 | $3,660-35.0% | $4,880-51.2% | $4,126-42.3% |
| Admin fee / account holder | $1,409 | $5,219-73.0% | $6,735-79.1% | $5,651-75.1% |