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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 | $15,034 | $81,457-81.5% | $103,378-85.5% | $80,911-81.4% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 18.85% | 25.58%-6.7pp | 24.91%-6.1pp | 35.63%-16.8pp |
| Employer contribution / active EE | $1,391 | $3,107-55.2% | $3,870-64.1% | $2,756-49.5% |
| Participant deferral / active EE | $1,783 | $3,871-53.9% | $5,058-64.7% | $4,297-58.5% |
| Admin fee / account holder | $871 | $6,717-87.0% | $8,401-89.6% | $6,935-87.4% |