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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 | $12,010 | $166,268-92.8% | $165,100-92.7% | $145,897-91.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 9.71% | 100.52%-90.8pp | 70.21%-60.5pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,850 | $5,284-46.1% | $4,348-34.4% | $4,663-38.9% |
| Participant deferral / active EE | $6,131 | $6,964-12.0% | $6,035+1.6% | $6,689-8.3% |
| Admin fee / account holder | $13,082 | $16,659-21.5% | $12,696+3.0% | $13,390-2.3% |