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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 | $30,312 | $198,462-84.7% | $170,439-82.2% | $147,585-79.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 10.41% | 257.30%-246.9pp | 205.94%-195.5pp | 578.58%-568.2pp |
| Employer contribution / active EE | $2,308 | $6,184-62.7% | $5,433-57.5% | $4,876-52.7% |
| Participant deferral / active EE | $4,318 | $5,629-23.3% | $4,939-12.6% | $5,439-20.6% |
| Admin fee / account holder | $970 | $16,852-94.2% | $13,881-93.0% | $10,886-91.1% |