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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 | $31,091 | $91,760-66.1% | $156,181-80.1% | $67,986-54.3% |
| Participation rate | 54.2% | 65.0%-10.8pp | 78.8%-24.6pp | 57.2%-3.0pp |
| Annual return | 22.71% | 18.14%+4.6pp | 64.87%-42.2pp | 31.67%-9.0pp |
| Employer contribution / active EE | $1,452 | $2,419-40.0% | $4,294-66.2% | $2,019-28.1% |
| Participant deferral / active EE | $3,208 | $3,960-19.0% | $6,132-47.7% | $3,358-4.5% |
| Admin fee / account holder | $645 | $3,949-83.7% | $14,586-95.6% | $3,203-79.9% |