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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 | $97,550-65.7% | $120,344-72.2% | $87,485-61.8% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.7%-16.0pp | 68.9%-8.2pp |
| Annual return | 82.91% | 18.41%+64.5pp | 20.30%+62.6pp | 26.06%+56.9pp |
| Employer contribution / active EE | $2,241 | $2,291-2.2% | $3,020-25.8% | $2,596-13.7% |
| Participant deferral / active EE | $3,609 | $4,230-14.7% | $5,135-29.7% | $4,274-15.6% |
| Admin fee / account holder | $876 | $9,543-90.8% | $12,742-93.1% | $7,775-88.7% |