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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 | $25,089 | $217,427-88.5% | $185,837-86.5% | $167,518-85.0% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 9.55% | 148.39%-138.8pp | 122.08%-112.5pp | 478.71%-469.2pp |
| Employer contribution / active EE | $3,417 | $5,874-41.8% | $5,168-33.9% | $4,838-29.4% |
| Participant deferral / active EE | $3,428 | $6,357-46.1% | $5,568-38.4% | $6,342-45.9% |
| Admin fee / account holder | $493 | $19,816-97.5% | $16,241-97.0% | $12,312-96.0% |