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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 | $20,193 | $166,131-87.8% | $164,975-87.8% | $145,877-86.2% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 27.80% | 100.37%-72.6pp | 70.12%-42.3pp | 551.28%-523.5pp |
| Employer contribution / active EE | $4,500 | $5,276-14.7% | $4,343+3.6% | $4,663-3.5% |
| Participant deferral / active EE | $4,188 | $6,962-39.9% | $6,033-30.6% | $6,691-37.4% |
| Admin fee / account holder | $2,435 | $16,648-85.4% | $12,688-80.8% | $13,402-81.8% |