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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 | $14,551 | $160,040-90.9% | $147,096-90.1% | $145,877-90.0% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 18.07% | 98.49%-80.4pp | 419.75%-401.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,917 | $5,289-63.8% | $4,936-61.2% | $4,663-58.9% |
| Participant deferral / active EE | $3,026 | $8,429-64.1% | $8,071-62.5% | $6,691-54.8% |
| Admin fee / account holder | $426 | $15,050-97.2% | $13,005-96.7% | $13,402-96.8% |