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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 | $16,526 | $63,346-73.9% | $92,239-82.1% | $70,124-76.4% |
| Participation rate | 68.4% | 68.7%-0.2pp | 76.5%-8.1pp | 69.5%-1.1pp |
| Annual return | 137.92% | 530.19%-392.3pp | 176.29%-38.4pp | 73.14%+64.8pp |
| Employer contribution / active EE | $3,175 | $2,471+28.5% | $3,680-13.7% | $2,342+35.5% |
| Participant deferral / active EE | $5,157 | $2,854+80.7% | $3,897+32.3% | $3,332+54.8% |
| Admin fee / account holder | $1,639 | $3,841-57.3% | $5,194-68.5% | $4,645-64.7% |