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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 | $12,976 | $159,934-91.9% | $147,005-91.2% | $145,959-91.1% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 10.24% | 98.24%-88.0pp | 418.76%-408.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,879 | $5,287-26.6% | $4,934-21.4% | $4,661-16.8% |
| Participant deferral / active EE | $3,892 | $8,427-53.8% | $8,070-51.8% | $6,689-41.8% |
| Admin fee / account holder | $4,305 | $15,053-71.4% | $13,006-66.9% | $13,398-67.9% |