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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 | $7,269 | $175,231-95.9% | $149,696-95.1% | $139,466-94.8% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 53.75% | 166.77%-113.0pp | 134.46%-80.7pp | 373.66%-319.9pp |
| Employer contribution / active EE | $1,689 | $5,478-69.2% | $4,821-65.0% | $4,754-64.5% |
| Participant deferral / active EE | $2,321 | $6,521-64.4% | $5,682-59.2% | $6,712-65.4% |
| Admin fee / account holder | $318 | $16,155-98.0% | $13,212-97.6% | $11,409-97.2% |