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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 | $36,351 | $104,098-65.1% | $140,514-74.1% | $94,015-61.3% |
| Participation rate | 62.5% | 73.7%-11.2pp | 77.8%-15.3pp | 70.8%-8.3pp |
| Annual return | 18.26% | 15.14%+3.1pp | 14.36%+3.9pp | 17.84%+0.4pp |
| Employer contribution / active EE | $978 | $2,388-59.1% | $3,378-71.1% | $2,790-65.0% |
| Participant deferral / active EE | $2,463 | $4,033-38.9% | $4,919-49.9% | $4,249-42.0% |
| Admin fee / account holder | $1,528 | $10,439-85.4% | $13,697-88.8% | $8,951-82.9% |