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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 | $25,457 | $181,004-85.9% | $153,416-83.4% | - |
| Participation rate | 67.7% | 58.9%+8.7pp | 74.3%-6.7pp | - |
| Annual return | 17.84% | 7.93%+9.9pp | 17.84%0pp | - |
| Employer contribution / active EE | $1,260 | $1,877-32.9% | $3,764-66.5% | - |
| Participant deferral / active EE | $2,377 | $3,727-36.2% | $4,723-49.7% | - |
| Admin fee / account holder | $1,470 | $33,727-95.6% | $13,095-88.8% | - |