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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 | $15,977 | $201,372-92.1% | $184,260-91.3% | $145,884-89.0% |
| Participation rate | 64.3% | 87.5%-23.2pp | 86.8%-22.5pp | 80.3%-16.0pp |
| Annual return | 17.58% | 29.04%-11.5pp | 28.84%-11.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,606 | $7,024-62.9% | $6,427-59.5% | $4,662-44.1% |
| Participant deferral / active EE | $3,220 | $9,808-67.2% | $9,133-64.7% | $6,690-51.9% |
| Admin fee / account holder | $610 | $16,362-96.3% | $13,898-95.6% | $13,392-95.4% |