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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 | $15,937 | $160,070-90.0% | $147,117-89.2% | $145,897-89.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 34.78% | 98.69%-63.9pp | 420.54%-385.8pp | 552.29%-517.5pp |
| Employer contribution / active EE | $1,261 | $5,285-76.1% | $4,932-74.4% | $4,663-73.0% |
| Participant deferral / active EE | $5,464 | $8,419-35.1% | $8,065-32.2% | $6,689-18.3% |
| Admin fee / account holder | $512 | $15,035-96.6% | $12,993-96.1% | $13,390-96.2% |