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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 | $14,040 | $148,623-90.6% | $135,974-89.7% | $139,466-89.9% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 49.81% | 79.30%-29.5pp | 68.30%-18.5pp | 373.66%-323.8pp |
| Employer contribution / active EE | $2,434 | $5,246-53.6% | $4,859-49.9% | $4,754-48.8% |
| Participant deferral / active EE | $5,591 | $8,103-31.0% | $7,760-28.0% | $6,712-16.7% |
| Admin fee / account holder | $417 | $12,406-96.6% | $10,767-96.1% | $11,409-96.3% |