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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 | $20,156 | $86,938-76.8% | $102,423-80.3% | $80,925-75.1% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 14.46% | 18.89%-4.4pp | 29.42%-15.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $2,022 | $2,369-14.6% | $3,023-33.1% | $2,756-26.6% |
| Participant deferral / active EE | $3,876 | $4,120-5.9% | $5,054-23.3% | $4,299-9.8% |
| Admin fee / account holder | $6,454 | $8,053-19.8% | $9,455-31.7% | $6,940-7.0% |