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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 | $16,274 | $217,432-92.5% | $185,849-91.2% | $167,536-90.3% |
| Participation rate | 57.9% | 86.1%-28.2pp | 81.7%-23.8pp | 82.1%-24.2pp |
| Annual return | 14.05% | 148.42%-134.4pp | 122.10%-108.0pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,841 | $6,357-23.9% | $5,569-13.1% | $6,342-23.7% |
| Admin fee / account holder | $5,908 | $19,818-70.2% | $16,244-63.6% | $12,315-52.0% |