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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 | $16,319 | $102,385-84.1% | $147,080-88.9% | $80,935-79.8% |
| Participation rate | 65.8% | 75.9%-10.1pp | 82.2%-16.4pp | 67.7%-1.9pp |
| Annual return | 19.98% | 135.09%-115.1pp | 420.17%-400.2pp | 35.66%-15.7pp |
| Employer contribution / active EE | $1,549 | $3,717-58.3% | $4,933-68.6% | $2,757-43.8% |
| Participant deferral / active EE | $4,865 | $6,651-26.9% | $8,066-39.7% | $4,299+13.1% |
| Admin fee / account holder | $1,034 | $7,951-87.0% | $12,989-92.0% | $6,924-85.1% |