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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 | $30,982 | $95,404-67.5% | $113,397-72.7% | $82,637-62.5% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.5%-16.5pp | 68.1%-8.1pp |
| Annual return | 82.71% | 19.08%+63.6pp | 23.20%+59.5pp | 53.51%+29.2pp |
| Employer contribution / active EE | $1,696 | $2,307-26.5% | $2,977-43.0% | $2,552-33.5% |
| Participant deferral / active EE | $3,622 | $4,220-14.2% | $5,076-28.7% | $4,126-12.2% |
| Admin fee / account holder | $4,051 | $9,168-55.8% | $11,957-66.1% | $7,339-44.8% |