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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 | $23,107 | $65,246-64.6% | $98,716-76.6% | $67,986-66.0% |
| Participation rate | 51.1% | 51.4%-0.3pp | 69.3%-18.2pp | 57.2%-6.1pp |
| Annual return | 21.02% | 20.58%+0.4pp | 31.81%-10.8pp | 31.67%-10.6pp |
| Employer contribution / active EE | $1,702 | $1,042+63.3% | $2,279-25.3% | $2,019-15.7% |
| Participant deferral / active EE | $3,621 | $2,594+39.6% | $4,048-10.5% | $3,358+7.8% |
| Admin fee / account holder | $882 | $4,561-80.7% | $8,703-89.9% | $3,203-72.5% |