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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 | $22,549 | $76,371-70.5% | $93,621-75.9% | $72,975-69.1% |
| Participation rate | 50.0% | 71.8%-21.8pp | 75.8%-25.8pp | 69.5%-19.5pp |
| Annual return | 46.21% | 25.82%+20.4pp | 32.76%+13.4pp | 81.01%-34.8pp |
| Employer contribution / active EE | $931 | $2,276-59.1% | $2,719-65.7% | $2,440-61.8% |
| Participant deferral / active EE | $2,227 | $3,538-37.1% | $4,070-45.3% | $3,608-38.3% |
| Admin fee / account holder | $746 | $6,839-89.1% | $7,890-90.5% | $5,124-85.4% |