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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 | $29,041 | $227,291-87.2% | $214,702-86.5% | $155,188-81.3% |
| Participation rate | 62.5% | 88.0%-25.5pp | 87.5%-25.0pp | 80.8%-18.3pp |
| Annual return | 35.82% | 60.08%-24.3pp | 54.55%-18.7pp | 148.84%-113.0pp |
| Employer contribution / active EE | $2,681 | $6,772-60.4% | $6,461-58.5% | $4,248-36.9% |
| Participant deferral / active EE | $7,660 | $9,582-20.1% | $9,147-16.3% | $6,531+17.3% |
| Admin fee / account holder | $2,402 | $20,413-88.2% | $19,830-87.9% | $14,480-83.4% |