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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 | $16,761 | $217,427-92.3% | $185,837-91.0% | $167,518-90.0% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 26.39% | 148.39%-122.0pp | 122.08%-95.7pp | 478.71%-452.3pp |
| Employer contribution / active EE | $2,294 | $5,874-60.9% | $5,168-55.6% | $4,838-52.6% |
| Participant deferral / active EE | $6,629 | $6,357+4.3% | $5,568+19.0% | $6,342+4.5% |
| Admin fee / account holder | $1,943 | $19,816-90.2% | $16,241-88.0% | $12,312-84.2% |