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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 | $15,303 | $150,447-89.8% | $136,298-88.8% | $147,586-89.6% |
| Participation rate | 39.1% | 84.4%-45.3pp | 81.9%-42.8pp | 82.8%-43.7pp |
| Annual return | 2711.61% | 1049.15%+1662.5pp | 5156.27%-2444.7pp | 578.59%+2133.0pp |
| Employer contribution / active EE | $1,642 | $5,256-68.8% | $4,696-65.0% | $4,876-66.3% |
| Participant deferral / active EE | $3,747 | $6,631-43.5% | $6,247-40.0% | $5,439-31.1% |
| Admin fee / account holder | $62,018 | $10,906+468.7% | $9,244+570.9% | $10,886+469.7% |