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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 | $95,453-78.3% | $112,040-81.5% | $82,448-74.8% |
| Participation rate | 45.8% | 72.8%-26.9pp | 76.5%-30.7pp | 68.1%-22.2pp |
| Annual return | 22.43% | 23.92%-1.5pp | 24.52%-2.1pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,739 | $2,318-25.0% | $2,954-41.1% | $2,551-31.8% |
| Participant deferral / active EE | $2,789 | $4,224-34.0% | $5,098-45.3% | $4,139-32.6% |
| Admin fee / account holder | $691 | $9,013-92.3% | $12,098-94.3% | $7,234-90.4% |