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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 | $14,674 | $81,457-82.0% | $103,378-85.8% | $80,911-81.9% |
| Participation rate | 57.1% | 66.8%-9.7pp | 74.5%-17.4pp | 67.6%-10.5pp |
| Annual return | 23.38% | 25.58%-2.2pp | 24.91%-1.5pp | 35.63%-12.3pp |
| Employer contribution / active EE | $1,267 | $3,107-59.2% | $3,870-67.3% | $2,756-54.0% |
| Participant deferral / active EE | $1,925 | $3,871-50.3% | $5,058-61.9% | $4,297-55.2% |
| Admin fee / account holder | $619 | $6,717-90.8% | $8,401-92.6% | $6,935-91.1% |