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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 | $12,653 | $87,132-85.5% | $105,624-88.0% | $80,959-84.4% |
| Participation rate | 68.8% | 70.4%-1.6pp | 75.3%-6.4pp | 67.7%+1.2pp |
| Annual return | 14.44% | 17.03%-2.6pp | 116.20%-101.8pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,355 | $2,397-43.5% | $3,168-57.2% | $2,757-50.9% |
| Participant deferral / active EE | $3,538 | $3,985-11.2% | $5,013-29.4% | $4,300-17.7% |
| Admin fee / account holder | $2,087 | $8,449-75.3% | $10,961-81.0% | $6,925-69.9% |