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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 | $22,276 | $201,370-88.9% | $184,256-87.9% | $145,897-84.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 24.91% | 29.05%-4.1pp | 28.85%-3.9pp | 552.29%-527.4pp |
| Employer contribution / active EE | $1,902 | $7,024-72.9% | $6,427-70.4% | $4,663-59.2% |
| Participant deferral / active EE | $8,746 | $9,808-10.8% | $9,133-4.2% | $6,689+30.7% |
| Admin fee / account holder | $2,979 | $16,364-81.8% | $13,899-78.6% | $13,390-77.8% |