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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 | $12,897 | $155,555-91.7% | $146,866-91.2% | $155,188-91.7% |
| Participation rate | 47.4% | 84.0%-36.6pp | 82.5%-35.1pp | 80.8%-33.4pp |
| Annual return | 18.09% | 115.41%-97.3pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,376 | $4,647-48.9% | $4,425-46.3% | $4,248-44.1% |
| Participant deferral / active EE | $4,697 | $8,044-41.6% | $7,759-39.5% | $6,531-28.1% |
| Admin fee / account holder | $6,260 | $14,755-57.6% | $13,620-54.0% | $14,480-56.8% |