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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 | $23,923 | $101,795-76.5% | $165,100-85.5% | $80,959-70.5% |
| Participation rate | 47.3% | 71.8%-24.5pp | 78.6%-31.3pp | 67.7%-20.4pp |
| Annual return | 15.43% | 16.73%-1.3pp | 70.21%-54.8pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,509 | $2,954-48.9% | $4,348-65.3% | $2,757-45.3% |
| Participant deferral / active EE | $2,215 | $4,476-50.5% | $6,035-63.3% | $4,300-48.5% |
| Admin fee / account holder | $5,677 | $8,221-30.9% | $12,696-55.3% | $6,925-18.0% |