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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 | $34,563 | $104,098-66.8% | $140,514-75.4% | $94,015-63.2% |
| Participation rate | 55.6% | 73.7%-18.2pp | 77.8%-22.2pp | 70.8%-15.3pp |
| Annual return | 21.42% | 15.14%+6.3pp | 14.36%+7.1pp | 17.84%+3.6pp |
| Employer contribution / active EE | $2,005 | $2,388-16.0% | $3,378-40.6% | $2,790-28.1% |
| Participant deferral / active EE | $4,376 | $4,033+8.5% | $4,919-11.0% | $4,249+3.0% |
| Admin fee / account holder | $726 | $10,439-93.0% | $13,697-94.7% | $8,951-91.9% |