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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 | $13,951 | $63,346-78.0% | $92,240-84.9% | $70,126-80.1% |
| Participation rate | 57.1% | 68.7%-11.5pp | 76.5%-19.3pp | 69.5%-12.4pp |
| Annual return | 30.93% | 530.19%-499.3pp | 176.29%-145.4pp | 73.15%-42.2pp |
| Employer contribution / active EE | $1,374 | $2,471-44.4% | $3,680-62.7% | $2,343-41.4% |
| Participant deferral / active EE | $2,927 | $2,854+2.6% | $3,897-24.9% | $3,332-12.1% |
| Admin fee / account holder | $336 | $3,841-91.2% | $5,194-93.5% | $4,645-92.8% |