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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 | $13,350 | $106,749-87.5% | $145,433-90.8% | $82,448-83.8% |
| Participation rate | 45.2% | 75.6%-30.5pp | 82.1%-37.0pp | 68.1%-22.9pp |
| Annual return | 15.20% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $878 | $3,444-74.5% | $4,554-80.7% | $2,551-65.6% |
| Participant deferral / active EE | $3,144 | $6,519-51.8% | $7,897-60.2% | $4,139-24.1% |
| Admin fee / account holder | $3,853 | $8,390-54.1% | $13,129-70.7% | $7,234-46.7% |