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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 | $28,812 | $168,635-82.9% | $147,617-80.5% | $125,389-77.0% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -0.63% | 77.65%-78.3pp | 61.98%-62.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $5,428 | $6,252-13.2% | $5,564-2.4% | $4,866+11.5% |
| Participant deferral / active EE | $3,372 | $5,507-38.8% | $4,895-31.1% | $5,352-37.0% |
| Admin fee / account holder | $1,913 | $13,580-85.9% | $11,612-83.5% | $9,541-79.9% |