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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 | $22,090 | $217,392-89.8% | $185,818-88.1% | $167,497-86.8% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 19.32% | 148.37%-129.1pp | 122.06%-102.7pp | 478.62%-459.3pp |
| Employer contribution / active EE | $1,767 | $5,873-69.9% | $5,168-65.8% | $4,838-63.5% |
| Participant deferral / active EE | $3,787 | $6,357-40.4% | $5,568-32.0% | $6,341-40.3% |
| Admin fee / account holder | $800 | $19,813-96.0% | $16,239-95.1% | $12,310-93.5% |