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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 | $15,915 | $166,268-90.4% | $165,100-90.4% | $145,897-89.1% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 18.57% | 100.52%-82.0pp | 70.21%-51.6pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,803 | $5,284-65.9% | $4,348-58.5% | $4,663-61.3% |
| Participant deferral / active EE | $2,992 | $6,964-57.0% | $6,035-50.4% | $6,689-55.3% |
| Admin fee / account holder | $2,979 | $16,659-82.1% | $12,696-76.5% | $13,390-77.8% |