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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 | $18,213 | $65,582-72.2% | $64,097-71.6% | $71,529-74.5% |
| Participation rate | 41.6% | 73.2%-31.6pp | 72.3%-30.7pp | 67.9%-26.3pp |
| Annual return | 21.59% | 18.96%+2.6pp | 33.75%-12.2pp | 28.97%-7.4pp |
| Employer contribution / active EE | $775 | $2,671-71.0% | $2,750-71.8% | $2,590-70.1% |
| Participant deferral / active EE | $1,652 | $3,628-54.5% | $3,881-57.4% | $4,291-61.5% |
| Admin fee / account holder | $318 | $616-48.3% | $3,070-89.6% | $1,588-80.0% |