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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 | $17,249 | $73,787-76.6% | $98,716-82.5% | $82,448-79.1% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.3%-7.8pp | 68.1%-6.5pp |
| Annual return | 40.70% | 18.57%+22.1pp | 31.81%+8.9pp | 41.64%-0.9pp |
| Employer contribution / active EE | $1,544 | $1,511+2.2% | $2,279-32.2% | $2,551-39.5% |
| Participant deferral / active EE | $2,738 | $3,081-11.2% | $4,048-32.4% | $4,139-33.9% |
| Admin fee / account holder | $373 | $6,500-94.3% | $8,703-95.7% | $7,234-94.8% |