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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 | $16,729 | $67,602-75.3% | $82,312-79.7% | $70,126-76.1% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 30.70% | 21.57%+9.1pp | 25.88%+4.8pp | 73.15%-42.4pp |
| Employer contribution / active EE | $2,670 | $1,755+52.1% | $2,428+10.0% | $2,343+14.0% |
| Participant deferral / active EE | $6,998 | $2,987+134.3% | $3,706+88.8% | $3,332+110.0% |
| Admin fee / account holder | $1,284 | $4,512-71.5% | $5,608-77.1% | $4,645-72.4% |