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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 | $17,895 | $81,457-78.0% | $103,378-82.7% | $80,911-77.9% |
| Participation rate | 49.1% | 66.8%-17.8pp | 74.5%-25.4pp | 67.6%-18.6pp |
| Annual return | 14.58% | 25.58%-11.0pp | 24.91%-10.3pp | 35.63%-21.1pp |
| Employer contribution / active EE | $1,068 | $3,107-65.6% | $3,870-72.4% | $2,756-61.2% |
| Participant deferral / active EE | $2,433 | $3,871-37.1% | $5,058-51.9% | $4,297-43.4% |
| Admin fee / account holder | $1,380 | $6,717-79.5% | $8,401-83.6% | $6,935-80.1% |