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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 | $16,216 | $157,304-89.7% | $141,197-88.5% | $152,909-89.4% |
| Participation rate | 65.0% | 84.8%-19.8pp | 82.5%-17.5pp | 82.5%-17.5pp |
| Annual return | 51.88% | 64.34%-12.5pp | 71.41%-19.5pp | 345.46%-293.6pp |
| Employer contribution / active EE | $2,992 | $5,263-43.1% | $4,736-36.8% | $4,764-37.2% |
| Participant deferral / active EE | $5,387 | $7,111-24.2% | $6,710-19.7% | $5,851-7.9% |
| Admin fee / account holder | $612 | $12,126-95.0% | $10,265-94.0% | $11,601-94.7% |