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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 | $14,261 | $117,895-87.9% | $102,460-86.1% | $145,897-90.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 44.88% | 31.92%+13.0pp | 29.47%+15.4pp | 552.29%-507.4pp |
| Employer contribution / active EE | $6,060 | $3,619+67.5% | $3,025+100.3% | $4,663+30.0% |
| Participant deferral / active EE | $8,299 | $5,736+44.7% | $5,056+64.1% | $6,689+24.1% |
| Admin fee / account holder | $1,371 | $13,353-89.7% | $9,460-85.5% | $13,390-89.8% |