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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 | $14,345 | $178,174-91.9% | $156,181-90.8% | $137,256-89.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 0.00% | 84.19%-84.2pp | 64.87%-64.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,599 | $4,972-47.7% | $4,294-39.5% | $4,156-37.5% |
| Participant deferral / active EE | $5,567 | $6,888-19.2% | $6,132-9.2% | $6,407-13.1% |
| Admin fee / account holder | $404 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |