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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 | $17,143 | $103,387-83.4% | $87,102-80.3% | $152,885-88.8% |
| Participation rate | 57.9% | 79.4%-21.5pp | 76.9%-19.0pp | 82.5%-24.6pp |
| Annual return | 124.79% | 28.10%+96.7pp | 28.19%+96.6pp | 345.39%-220.6pp |
| Employer contribution / active EE | $2,975 | $3,221-7.6% | $2,521+18.0% | $4,763-37.5% |
| Participant deferral / active EE | $3,237 | $4,778-32.2% | $4,048-20.0% | $5,851-44.7% |
| Admin fee / account holder | $937 | $12,193-92.3% | $7,491-87.5% | $11,598-91.9% |