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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 | $26,520 | $80,992-67.3% | $96,534-72.5% | $75,173-64.7% |
| Participation rate | 63.6% | 71.8%-8.2pp | 76.0%-12.3pp | 67.2%-3.6pp |
| Annual return | 22.12% | 27.05%-4.9pp | 25.88%-3.8pp | 160.72%-138.6pp |
| Employer contribution / active EE | $2,431 | $2,283+6.5% | $2,965-18.0% | $2,671-9.0% |
| Participant deferral / active EE | $6,345 | $3,929+61.5% | $4,851+30.8% | $4,126+53.8% |
| Admin fee / account holder | $10,040 | $6,717+49.5% | $8,253+21.7% | $5,651+77.7% |