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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 | $19,445 | $81,487-76.1% | $102,412-81.0% | $80,935-76.0% |
| Participation rate | 37.9% | 66.8%-28.9pp | 74.5%-36.6pp | 67.7%-29.7pp |
| Annual return | 16.13% | 25.60%-9.5pp | 24.94%-8.8pp | 35.66%-19.5pp |
| Employer contribution / active EE | $1,259 | $3,103-59.4% | $3,870-67.5% | $2,757-54.3% |
| Participant deferral / active EE | $2,699 | $3,871-30.3% | $5,060-46.7% | $4,299-37.2% |
| Admin fee / account holder | $595 | $6,717-91.1% | $8,388-92.9% | $6,924-91.4% |