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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 | $9,438 | $226,105-95.8% | $182,540-94.8% | $152,897-93.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 51.29% | 192.58%-141.3pp | 148.58%-97.3pp | 345.43%-294.1pp |
| Employer contribution / active EE | $1,470 | $4,978-70.5% | $4,076-63.9% | $4,764-69.1% |
| Participant deferral / active EE | $2,794 | $6,370-56.1% | $5,525-49.4% | $5,851-52.2% |
| Admin fee / account holder | $2,313 | $10,706-78.4% | $8,593-73.1% | $11,599-80.1% |