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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 | $28,258 | $86,938-67.5% | $102,423-72.4% | $80,925-65.1% |
| Participation rate | 58.5% | 72.4%-13.8pp | 76.5%-18.0pp | 67.7%-9.1pp |
| Annual return | 46.56% | 18.89%+27.7pp | 29.42%+17.1pp | 35.65%+10.9pp |
| Employer contribution / active EE | $2,032 | $2,369-14.2% | $3,023-32.8% | $2,756-26.3% |
| Participant deferral / active EE | $2,918 | $4,120-29.2% | $5,054-42.3% | $4,299-32.1% |
| Admin fee / account holder | $1,385 | $8,053-82.8% | $9,455-85.3% | $6,940-80.0% |