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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 | $18,577 | $126,661-85.3% | $113,397-83.6% | $138,895-86.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.5%-14.0pp | 79.9%-17.4pp |
| Annual return | 18.35% | 25.05%-6.7pp | 23.20%-4.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,701 | $3,456-50.8% | $2,977-42.9% | $4,194-59.4% |
| Participant deferral / active EE | $2,666 | $5,693-53.2% | $5,076-47.5% | $6,396-58.3% |
| Admin fee / account holder | $2,302 | $14,549-84.2% | $11,957-80.7% | $12,562-81.7% |