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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 | $13,631 | $160,070-91.5% | $147,117-90.7% | $145,897-90.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.68% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,051 | $5,285-80.1% | $4,932-78.7% | $4,663-77.5% |
| Participant deferral / active EE | $2,738 | $8,419-67.5% | $8,065-66.1% | $6,689-59.1% |
| Admin fee / account holder | $851 | $15,035-94.3% | $12,993-93.5% | $13,390-93.6% |