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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 | $12,634 | $183,592-93.1% | $155,567-91.9% | $145,959-91.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 17.09% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.9pp |
| Employer contribution / active EE | $6,662 | $5,315+25.4% | $4,674+42.5% | $4,661+42.9% |
| Participant deferral / active EE | $9,427 | $6,464+45.8% | $5,628+67.5% | $6,689+40.9% |
| Admin fee / account holder | $952 | $19,318-95.1% | $15,916-94.0% | $13,398-92.9% |