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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 | $9,300 | $173,397-94.6% | $135,987-93.2% | $145,877-93.6% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.4%-16.4pp | 80.3%-20.3pp |
| Annual return | 11.85% | 1166.18%-1154.3pp | 580.01%-568.2pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,062 | $5,281-61.0% | $4,214-51.1% | $4,663-55.8% |
| Participant deferral / active EE | $3,400 | $8,710-61.0% | $7,027-51.6% | $6,691-49.2% |
| Admin fee / account holder | $1,252 | $9,663-87.0% | $6,716-81.4% | $13,402-90.7% |