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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 | $11,343 | $125,237-90.9% | $105,608-89.3% | $145,877-92.2% |
| Participation rate | 63.6% | 77.7%-14.0pp | 75.3%-11.6pp | 80.3%-16.7pp |
| Annual return | 15.59% | 225.76%-210.2pp | 116.50%-100.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,418 | $3,720-61.9% | $3,167-55.2% | $4,663-69.6% |
| Participant deferral / active EE | $2,023 | $5,711-64.6% | $5,010-59.6% | $6,691-69.8% |
| Admin fee / account holder | $804 | $17,287-95.3% | $11,028-92.7% | $13,402-94.0% |