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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 | $87,059-70.9% | $105,608-76.0% | $80,925-68.7% |
| Participation rate | 24.2% | 70.4%-46.2pp | 75.3%-51.0pp | 67.7%-43.4pp |
| Annual return | 23.16% | 17.05%+6.1pp | 116.50%-93.3pp | 35.65%-12.5pp |
| Employer contribution / active EE | $700 | $2,396-70.8% | $3,167-77.9% | $2,756-74.6% |
| Participant deferral / active EE | $2,087 | $3,986-47.6% | $5,010-58.3% | $4,299-51.4% |
| Admin fee / account holder | $311 | $8,443-96.3% | $11,028-97.2% | $6,940-95.5% |