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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 | $86,940-78.3% | $102,434-81.6% | $80,935-76.7% |
| Participation rate | 64.1% | 72.4%-8.3pp | 76.5%-12.4pp | 67.7%-3.6pp |
| Annual return | 15.88% | 18.89%-3.0pp | 29.46%-13.6pp | 35.66%-19.8pp |
| Employer contribution / active EE | $3,655 | $2,370+54.3% | $3,023+20.9% | $2,757+32.6% |
| Participant deferral / active EE | $6,261 | $4,121+51.9% | $5,055+23.9% | $4,299+45.6% |
| Admin fee / account holder | $7,580 | $8,047-5.8% | $9,462-19.9% | $6,924+9.5% |