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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 | $23,634 | $95,453-75.2% | $112,040-78.9% | $82,448-71.3% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.5%-19.8pp | 68.1%-11.4pp |
| Annual return | 30.94% | 23.92%+7.0pp | 24.52%+6.4pp | 41.64%-10.7pp |
| Employer contribution / active EE | $2,606 | $2,318+12.5% | $2,954-11.8% | $2,551+2.2% |
| Participant deferral / active EE | $4,000 | $4,224-5.3% | $5,098-21.5% | $4,139-3.4% |
| Admin fee / account holder | $1,761 | $9,013-80.5% | $12,098-85.4% | $7,234-75.7% |