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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 | $11,083 | $160,028-93.1% | $147,080-92.5% | $145,884-92.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 74.42% | 98.60%-24.2pp | 420.17%-345.8pp | 551.85%-477.4pp |
| Employer contribution / active EE | $2,439 | $5,286-53.9% | $4,933-50.6% | $4,662-47.7% |
| Participant deferral / active EE | $5,256 | $8,422-37.6% | $8,066-34.8% | $6,690-21.4% |
| Admin fee / account holder | $7,003 | $15,030-53.4% | $12,989-46.1% | $13,392-47.7% |