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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 | $14,529 | $107,363-86.5% | $92,909-84.4% | $152,897-90.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 27.02% | 145.63%-118.6pp | 109.44%-82.4pp | 345.43%-318.4pp |
| Employer contribution / active EE | $1,459 | $4,222-65.4% | $3,653-60.1% | $4,764-69.4% |
| Participant deferral / active EE | $5,048 | $4,848+4.1% | $4,238+19.1% | $5,851-13.7% |
| Admin fee / account holder | $684 | $7,082-90.3% | $5,795-88.2% | $11,599-94.1% |