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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 | $13,504 | $148,623-90.9% | $135,974-90.1% | $139,466-90.3% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 26.02% | 79.30%-53.3pp | 68.30%-42.3pp | 373.66%-347.6pp |
| Employer contribution / active EE | $1,267 | $5,246-75.8% | $4,859-73.9% | $4,754-73.3% |
| Participant deferral / active EE | $3,614 | $8,103-55.4% | $7,760-53.4% | $6,712-46.2% |
| Admin fee / account holder | $891 | $12,406-92.8% | $10,767-91.7% | $11,409-92.2% |