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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 | $18,871 | $86,919-78.3% | $102,457-81.6% | $80,911-76.7% |
| Participation rate | 64.1% | 72.4%-8.3pp | 76.5%-12.4pp | 67.6%-3.6pp |
| Annual return | 15.88% | 18.90%-3.0pp | 29.41%-13.5pp | 35.63%-19.8pp |
| Employer contribution / active EE | $3,655 | $2,368+54.3% | $3,022+21.0% | $2,756+32.6% |
| Participant deferral / active EE | $6,261 | $4,119+52.0% | $5,054+23.9% | $4,297+45.7% |
| Admin fee / account holder | $7,580 | $8,049-5.8% | $9,451-19.8% | $6,935+9.3% |