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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 | $18,225 | $201,372-90.9% | $184,260-90.1% | $145,884-87.5% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 28.73% | 29.04%-0.3pp | 28.84%-0.1pp | 551.85%-523.1pp |
| Employer contribution / active EE | $2,385 | $7,024-66.0% | $6,427-62.9% | $4,662-48.9% |
| Participant deferral / active EE | $6,483 | $9,808-33.9% | $9,133-29.0% | $6,690-3.1% |
| Admin fee / account holder | $994 | $16,362-93.9% | $13,898-92.9% | $13,392-92.6% |