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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 | $18,319 | $117,904-84.5% | $102,457-82.1% | $145,978-87.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.22% | 31.80%-22.6pp | 29.41%-20.2pp | 550.52%-541.3pp |
| Employer contribution / active EE | $1,345 | $3,613-62.8% | $3,022-55.5% | $4,662-71.1% |
| Participant deferral / active EE | $3,133 | $5,733-45.4% | $5,054-38.0% | $6,690-53.2% |
| Admin fee / account holder | $329 | $13,329-97.5% | $9,451-96.5% | $13,400-97.5% |