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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 | $12,851 | $102,422-87.5% | $147,117-91.3% | $80,959-84.1% |
| Participation rate | 65.9% | 75.9%-10.0pp | 82.2%-16.3pp | 67.7%-1.8pp |
| Annual return | 134.19% | 135.16%-1.0pp | 420.54%-286.4pp | 35.67%+98.5pp |
| Employer contribution / active EE | $2,459 | $3,717-33.8% | $4,932-50.1% | $2,757-10.8% |
| Participant deferral / active EE | $4,929 | $6,652-25.9% | $8,065-38.9% | $4,300+14.6% |
| Admin fee / account holder | $1,580 | $7,953-80.1% | $12,993-87.8% | $6,925-77.2% |