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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 | $17,175 | $226,135-92.4% | $182,558-90.6% | $152,909-88.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 18.53% | 192.60%-174.1pp | 148.59%-130.1pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,139 | $4,979-77.1% | $4,076-72.1% | $4,764-76.1% |
| Participant deferral / active EE | $3,015 | $6,371-52.7% | $5,526-45.4% | $5,851-48.5% |
| Admin fee / account holder | $440 | $10,707-95.9% | $8,594-94.9% | $11,601-96.2% |