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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 | $17,387 | $72,027-75.9% | $185,861-90.6% | $79,856-78.2% |
| Participation rate | 52.6% | 65.8%-13.1pp | 78.0%-25.4pp | 69.6%-17.0pp |
| Annual return | 11.72% | 23.13%-11.4pp | 35.96%-24.2pp | 31.71%-20.0pp |
| Employer contribution / active EE | $672 | $1,965-65.8% | $4,088-83.6% | $2,471-72.8% |
| Participant deferral / active EE | $1,440 | $3,780-61.9% | $5,634-74.4% | $3,741-61.5% |
| Admin fee / account holder | $2,306 | $4,513-48.9% | $9,503-75.7% | $5,306-56.5% |