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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 | $11,801 | $160,040-92.6% | $147,096-92.0% | $145,877-91.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 12.66% | 98.49%-85.8pp | 419.75%-407.1pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,492 | $5,289-71.8% | $4,936-69.8% | $4,663-68.0% |
| Participant deferral / active EE | $2,746 | $8,429-67.4% | $8,071-66.0% | $6,691-59.0% |
| Admin fee / account holder | $1,230 | $15,050-91.8% | $13,005-90.5% | $13,402-90.8% |