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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 | $25,340 | $87,037-70.9% | $106,201-76.1% | $80,874-68.7% |
| Participation rate | 24.2% | 70.4%-46.2pp | 75.3%-51.0pp | 67.6%-43.4pp |
| Annual return | 23.16% | 17.05%+6.1pp | 116.26%-93.1pp | 35.62%-12.5pp |
| Employer contribution / active EE | $700 | $2,396-70.8% | $3,170-77.9% | $2,756-74.6% |
| Participant deferral / active EE | $2,087 | $3,986-47.6% | $5,012-58.4% | $4,297-51.4% |
| Admin fee / account holder | $311 | $8,434-96.3% | $11,039-97.2% | $6,935-95.5% |