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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 | $11,583 | $160,040-92.8% | $147,096-92.1% | $145,877-92.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.29% | 98.49%-82.2pp | 419.75%-403.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,190 | $5,289-58.6% | $4,936-55.6% | $4,663-53.0% |
| Participant deferral / active EE | $2,875 | $8,429-65.9% | $8,071-64.4% | $6,691-57.0% |
| Admin fee / account holder | $545 | $15,050-96.4% | $13,005-95.8% | $13,402-95.9% |