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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 | $33,426 | $104,098-67.9% | $140,514-76.2% | $94,015-64.4% |
| Participation rate | 60.7% | 73.7%-13.0pp | 77.8%-17.1pp | 70.8%-10.1pp |
| Annual return | 82.91% | 15.14%+67.8pp | 14.36%+68.6pp | 17.84%+65.1pp |
| Employer contribution / active EE | $2,241 | $2,388-6.2% | $3,378-33.7% | $2,790-19.7% |
| Participant deferral / active EE | $3,609 | $4,033-10.5% | $4,919-26.6% | $4,249-15.1% |
| Admin fee / account holder | $876 | $10,439-91.6% | $13,697-93.6% | $8,951-90.2% |