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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 | $9,621 | $81,487-88.2% | $102,412-90.6% | $80,935-88.1% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.7%-3.0pp |
| Annual return | 34.30% | 25.60%+8.7pp | 24.94%+9.4pp | 35.66%-1.4pp |
| Employer contribution / active EE | $2,757 | $3,103-11.1% | $3,870-28.8% | $2,7570% |
| Participant deferral / active EE | $3,631 | $3,871-6.2% | $5,060-28.2% | $4,299-15.5% |
| Admin fee / account holder | $566 | $6,717-91.6% | $8,388-93.2% | $6,924-91.8% |