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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 | $15,076 | $71,208-78.8% | $93,681-83.9% | $80,911-81.4% |
| Participation rate | 65.7% | 60.4%+5.3pp | 68.7%-3.0pp | 67.6%-1.9pp |
| Annual return | 29.57% | 11.27%+18.3pp | 133.47%-103.9pp | 35.63%-6.1pp |
| Employer contribution / active EE | $2,757 | $1,564+76.3% | $2,422+13.8% | $2,756+0.1% |
| Participant deferral / active EE | $3,568 | $4,035-11.6% | $4,415-19.2% | $4,297-17.0% |
| Admin fee / account holder | $1,715 | $6,951-75.3% | $8,290-79.3% | $6,935-75.3% |