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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 | $34,041 | $138,385-75.4% | $184,243-81.5% | $80,925-57.9% |
| Participation rate | 44.4% | 83.9%-39.4pp | 86.8%-42.4pp | 67.7%-23.2pp |
| Annual return | 20.24% | 20.02%+0.2pp | 28.82%-8.6pp | 35.65%-15.4pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,509 | $7,075-22.1% | $9,132-39.7% | $4,299+28.1% |
| Admin fee / account holder | $5,246 | $10,489-50.0% | $13,914-62.3% | $6,940-24.4% |