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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 | $223,823-87.0% | $211,142-86.2% | $154,746-81.2% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 35.82% | 50.39%-14.6pp | 46.84%-11.0pp | 172.34%-136.5pp |
| Employer contribution / active EE | $2,681 | $6,787-60.5% | $6,442-58.4% | $4,379-38.8% |
| Participant deferral / active EE | $7,660 | $9,750-21.4% | $9,284-17.5% | $6,730+13.8% |
| Admin fee / account holder | $2,402 | $19,707-87.8% | $19,076-87.4% | $14,365-83.3% |