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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 | $7,834 | $160,028-95.1% | $147,080-94.7% | $145,884-94.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 20.15% | 98.60%-78.5pp | 420.17%-400.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $4,950 | $5,286-6.3% | $4,933+0.3% | $4,662+6.2% |
| Participant deferral / active EE | $5,439 | $8,422-35.4% | $8,066-32.6% | $6,690-18.7% |
| Admin fee / account holder | $792 | $15,030-94.7% | $12,989-93.9% | $13,392-94.1% |