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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 | $15,891 | $71,872-77.9% | $86,691-81.7% | $68,495-76.8% |
| Participation rate | 35.7% | 72.2%-36.5pp | 76.6%-40.9pp | 67.9%-32.2pp |
| Annual return | -14.96% | 3.53%-18.5pp | 35.94%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $947 | $2,173-56.4% | $2,837-66.6% | $2,596-63.5% |
| Participant deferral / active EE | $1,840 | $3,779-51.3% | $4,656-60.5% | $4,028-54.3% |
| Admin fee / account holder | $915 | $6,112-85.0% | $7,492-87.8% | $5,403-83.1% |