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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 | $23,675 | $98,760-76.0% | $149,715-84.2% | $79,858-70.4% |
| Participation rate | 68.2% | 75.8%-7.6pp | 82.5%-14.3pp | 69.6%-1.5pp |
| Annual return | 157.66% | 27.43%+130.2pp | 276.66%-119.0pp | 31.72%+125.9pp |
| Employer contribution / active EE | $1,004 | $3,217-68.8% | $4,645-78.4% | $2,471-59.3% |
| Participant deferral / active EE | $5,220 | $5,681-8.1% | $6,842-23.7% | $3,740+39.6% |
| Admin fee / account holder | $602 | $6,053-90.1% | $9,310-93.5% | $5,306-88.7% |