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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 | $10,859 | $81,504-86.7% | $102,437-89.4% | $80,959-86.6% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 15.68% | 25.60%-9.9pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $857 | $3,104-72.4% | $3,871-77.9% | $2,757-68.9% |
| Participant deferral / active EE | $2,164 | $3,871-44.1% | $5,060-57.2% | $4,300-49.7% |
| Admin fee / account holder | $3,294 | $6,719-51.0% | $8,388-60.7% | $6,925-52.4% |