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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 | $20,761 | $97,550-78.7% | $120,344-82.7% | $87,485-76.3% |
| Participation rate | 45.8% | 72.8%-27.0pp | 76.7%-30.9pp | 68.9%-23.1pp |
| Annual return | 22.43% | 18.41%+4.0pp | 20.30%+2.1pp | 26.06%-3.6pp |
| Employer contribution / active EE | $1,739 | $2,291-24.1% | $3,020-42.4% | $2,596-33.0% |
| Participant deferral / active EE | $2,789 | $4,230-34.1% | $5,135-45.7% | $4,274-34.7% |
| Admin fee / account holder | $691 | $9,543-92.8% | $12,742-94.6% | $7,775-91.1% |