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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 | $64,010-63.9% | $108,359-78.7% | $64,340-64.1% |
| Participation rate | 51.1% | 49.4%+1.8pp | 70.1%-19.0pp | 55.2%-4.1pp |
| Annual return | 21.02% | 19.74%+1.3pp | 36.89%-15.9pp | 24.14%-3.1pp |
| Employer contribution / active EE | $1,702 | $1,029+65.4% | $2,399-29.1% | $1,862-8.6% |
| Participant deferral / active EE | $3,621 | $2,395+51.2% | $4,137-12.5% | $2,980+21.5% |
| Admin fee / account holder | $882 | $4,885-81.9% | $9,741-90.9% | $3,703-76.2% |