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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 | $10,007 | $77,962-87.2% | $178,540-94.4% | $80,935-87.6% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.7%-3.4pp |
| Annual return | 20.42% | 18.10%+2.3pp | 27.15%-6.7pp | 35.66%-15.2pp |
| Employer contribution / active EE | $2,239 | $2,280-1.8% | $3,953-43.4% | $2,757-18.8% |
| Participant deferral / active EE | $2,806 | $4,404-36.3% | $6,281-55.3% | $4,299-34.7% |
| Admin fee / account holder | $1,041 | $7,156-85.5% | $10,424-90.0% | $6,924-85.0% |