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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 | $10,451 | $81,487-87.2% | $102,412-89.8% | $80,935-87.1% |
| Participation rate | 59.4% | 66.8%-7.5pp | 74.5%-15.1pp | 67.7%-8.3pp |
| Annual return | 15.03% | 25.60%-10.6pp | 24.94%-9.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,184 | $3,103-61.8% | $3,870-69.4% | $2,757-57.0% |
| Participant deferral / active EE | $2,634 | $3,871-31.9% | $5,060-47.9% | $4,299-38.7% |
| Admin fee / account holder | $2,124 | $6,717-68.4% | $8,388-74.7% | $6,924-69.3% |