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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 | $15,634 | $239,571-93.5% | $183,328-91.5% | $137,256-88.6% |
| Participation rate | 63.6% | 82.4%-18.8pp | 77.3%-13.7pp | 80.0%-16.3pp |
| Annual return | 16.19% | 35.69%-19.5pp | 29.67%-13.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,097 | $6,148-65.9% | $5,055-58.5% | $4,156-49.5% |
| Participant deferral / active EE | $2,676 | $7,995-66.5% | $6,795-60.6% | $6,407-58.2% |
| Admin fee / account holder | $6,204 | $30,059-79.4% | $21,427-71.0% | $12,270-49.4% |