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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 | $34,042 | $79,045-56.9% | $100,378-66.1% | $74,429-54.3% |
| Participation rate | 36.2% | 79.4%-43.2pp | 81.5%-45.3pp | 67.2%-31.0pp |
| Annual return | 28.74% | 20.61%+8.1pp | 49.41%-20.7pp | 1368.38%-1339.6pp |
| Employer contribution / active EE | $2,187 | $3,015-27.5% | $3,942-44.5% | $2,625-16.7% |
| Participant deferral / active EE | $4,365 | $7,751-43.7% | $8,087-46.0% | $4,348+0.4% |
| Admin fee / account holder | $2,490 | $1,335+86.5% | $7,899-68.5% | $1,944+28.1% |