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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 | $16,479 | $71,215-76.9% | $93,696-82.4% | $80,935-79.6% |
| Participation rate | 46.3% | 60.4%-14.1pp | 68.7%-22.4pp | 67.7%-21.3pp |
| Annual return | 15.20% | 11.27%+3.9pp | 133.74%-118.5pp | 35.66%-20.5pp |
| Employer contribution / active EE | $1,588 | $1,565+1.5% | $2,422-34.4% | $2,757-42.4% |
| Participant deferral / active EE | $2,563 | $4,037-36.5% | $4,417-42.0% | $4,299-40.4% |
| Admin fee / account holder | $1,175 | $6,958-83.1% | $8,287-85.8% | $6,924-83.0% |