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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 | $20,109 | $93,055-78.4% | $153,643-86.9% | $80,935-75.2% |
| Participation rate | 35.0% | 69.0%-34.0pp | 77.1%-42.1pp | 67.7%-32.7pp |
| Annual return | 18.88% | 19.97%-1.1pp | 15.71%+3.2pp | 35.66%-16.8pp |
| Employer contribution / active EE | $1,361 | $3,504-61.2% | $5,039-73.0% | $2,757-50.6% |
| Participant deferral / active EE | $2,331 | $5,172-54.9% | $6,754-65.5% | $4,299-45.8% |
| Admin fee / account holder | $1,164 | $8,881-86.9% | $12,739-90.9% | $6,924-83.2% |