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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 | $17,059 | $95,453-82.1% | $112,040-84.8% | $82,448-79.3% |
| Participation rate | 59.1% | 72.8%-13.7pp | 76.5%-17.4pp | 68.1%-9.0pp |
| Annual return | 47.40% | 23.92%+23.5pp | 24.52%+22.9pp | 41.64%+5.8pp |
| Employer contribution / active EE | $1,806 | $2,318-22.1% | $2,954-38.9% | $2,551-29.2% |
| Participant deferral / active EE | $2,655 | $4,224-37.1% | $5,098-47.9% | $4,139-35.9% |
| Admin fee / account holder | $3,077 | $9,013-65.9% | $12,098-74.6% | $7,234-57.5% |