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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 | $16,032 | $150,412-89.3% | $120,574-86.7% | $145,884-89.0% |
| Participation rate | 68.2% | 78.8%-10.6pp | 71.9%-3.8pp | 80.3%-12.1pp |
| Annual return | 20.55% | 154.50%-134.0pp | 107.42%-86.9pp | 551.85%-531.3pp |
| Employer contribution / active EE | $1,423 | $4,355-67.3% | $3,471-59.0% | $4,662-69.5% |
| Participant deferral / active EE | $1,746 | $6,175-71.7% | $4,996-65.0% | $6,690-73.9% |
| Admin fee / account holder | $600 | $12,224-95.1% | $9,445-93.6% | $13,392-95.5% |