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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 | $20,374 | $81,457-75.0% | $103,378-80.3% | $80,911-74.8% |
| Participation rate | 60.5% | 66.8%-6.3pp | 74.5%-14.0pp | 67.6%-7.1pp |
| Annual return | 14.98% | 25.58%-10.6pp | 24.91%-9.9pp | 35.63%-20.6pp |
| Employer contribution / active EE | $2,315 | $3,107-25.5% | $3,870-40.2% | $2,756-16.0% |
| Participant deferral / active EE | $3,846 | $3,871-0.6% | $5,058-24.0% | $4,297-10.5% |
| Admin fee / account holder | $2,061 | $6,717-69.3% | $8,401-75.5% | $6,935-70.3% |