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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 | $14,049 | $125,184-88.8% | $105,607-86.7% | $145,884-90.4% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 10.23% | 225.00%-214.8pp | 116.11%-105.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $975 | $3,720-73.8% | $3,167-69.2% | $4,662-79.1% |
| Participant deferral / active EE | $1,900 | $5,714-66.7% | $5,011-62.1% | $6,690-71.6% |
| Admin fee / account holder | $2,660 | $17,133-84.5% | $10,958-75.7% | $13,392-80.1% |