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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 | $26,372 | $88,203-70.1% | $165,100-84.0% | $74,478-64.6% |
| Participation rate | 56.1% | 73.1%-17.0pp | 78.6%-22.5pp | 67.2%-11.1pp |
| Annual return | 128.45% | 17.13%+111.3pp | 70.21%+58.2pp | 1370.56%-1242.1pp |
| Employer contribution / active EE | $1,997 | $2,601-23.2% | $4,348-54.1% | $2,626-24.0% |
| Participant deferral / active EE | $3,921 | $4,505-13.0% | $6,035-35.0% | $4,350-9.9% |
| Admin fee / account holder | $628 | $2,235-71.9% | $12,696-95.1% | $1,946-67.7% |