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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 | $30,231 | $167,415-81.9% | $140,514-78.5% | $198,609-84.8% |
| Participation rate | 56.3% | 80.9%-24.6pp | 77.8%-21.5pp | 82.4%-26.1pp |
| Annual return | 13.85% | 13.85%0pp | 14.36%-0.5pp | 202.70%-188.8pp |
| Employer contribution / active EE | $2,325 | $4,088-43.1% | $3,378-31.2% | $5,055-54.0% |
| Participant deferral / active EE | $5,419 | $5,579-2.9% | $4,919+10.2% | $6,977-22.3% |
| Admin fee / account holder | $3,719 | $16,730-77.8% | $13,697-72.9% | $19,030-80.5% |