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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 | $16,777 | $93,055-82.0% | $153,643-89.1% | $80,935-79.3% |
| Participation rate | 55.6% | 69.0%-13.4pp | 77.1%-21.5pp | 67.7%-12.1pp |
| Annual return | 33.68% | 19.97%+13.7pp | 15.71%+18.0pp | 35.66%-2.0pp |
| Employer contribution / active EE | $2,027 | $3,504-42.1% | $5,039-59.8% | $2,757-26.5% |
| Participant deferral / active EE | $3,150 | $5,172-39.1% | $6,754-53.4% | $4,299-26.7% |
| Admin fee / account holder | $383 | $8,881-95.7% | $12,739-97.0% | $6,924-94.5% |