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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 | $7,200 | $169,336-95.7% | $129,384-94.4% | $145,884-95.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 15.19% | 14408.70%-14393.5pp | 9461.77%-9446.6pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,149 | $5,540-79.3% | $4,153-72.3% | $4,662-75.3% |
| Participant deferral / active EE | $3,111 | $4,985-37.6% | $4,166-25.3% | $6,690-53.5% |
| Admin fee / account holder | $572 | $9,912-94.2% | $7,686-92.6% | $13,392-95.7% |