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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 | $16,708 | $81,504-79.5% | $102,437-83.7% | $80,959-79.4% |
| Participation rate | 69.2% | 66.9%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | 44.31% | 25.60%+18.7pp | 24.95%+19.4pp | 35.67%+8.6pp |
| Employer contribution / active EE | $2,798 | $3,104-9.9% | $3,871-27.7% | $2,757+1.5% |
| Participant deferral / active EE | $7,903 | $3,871+104.2% | $5,060+56.2% | $4,300+83.8% |
| Admin fee / account holder | $1,626 | $6,719-75.8% | $8,388-80.6% | $6,925-76.5% |