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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 | $16,864 | $81,504-79.3% | $102,437-83.5% | $80,959-79.2% |
| Participation rate | 29.6% | 66.9%-37.2pp | 74.5%-44.9pp | 67.7%-38.0pp |
| Annual return | 15.24% | 25.60%-10.4pp | 24.95%-9.7pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,355 | $3,104-56.3% | $3,871-65.0% | $2,757-50.8% |
| Participant deferral / active EE | $2,736 | $3,871-29.3% | $5,060-45.9% | $4,300-36.4% |
| Admin fee / account holder | $874 | $6,719-87.0% | $8,388-89.6% | $6,925-87.4% |