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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 | $12,202 | $90,400-86.5% | $186,193-93.4% | $87,485-86.1% |
| Participation rate | 52.6% | 66.2%-13.6pp | 77.1%-24.5pp | 68.9%-16.3pp |
| Annual return | 35.49% | 22.15%+13.3pp | 78.03%-42.5pp | 26.06%+9.4pp |
| Employer contribution / active EE | $982 | $2,170-54.8% | $3,918-74.9% | $2,596-62.2% |
| Participant deferral / active EE | $2,626 | $4,330-39.4% | $6,513-59.7% | $4,274-38.6% |
| Admin fee / account holder | $517 | $8,673-94.0% | $11,058-95.3% | $7,775-93.4% |