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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 | $25,680 | $201,372-87.2% | $184,260-86.1% | $145,884-82.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.69% | 29.04%-17.3pp | 28.84%-17.1pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,579 | $7,024-77.5% | $6,427-75.4% | $4,662-66.1% |
| Participant deferral / active EE | $5,259 | $9,808-46.4% | $9,133-42.4% | $6,690-21.4% |
| Admin fee / account holder | $3,117 | $16,362-80.9% | $13,898-77.6% | $13,392-76.7% |