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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 | $8,412 | $73,955-88.6% | $96,520-91.3% | $75,181-88.8% |
| Participation rate | 58.3% | 66.4%-8.1pp | 74.3%-16.0pp | 67.2%-8.9pp |
| Annual return | 1199.53% | 26.72%+1172.8pp | 35.72%+1163.8pp | 160.69%+1038.8pp |
| Employer contribution / active EE | $2,729 | $2,930-6.8% | $3,739-27.0% | $2,671+2.2% |
| Participant deferral / active EE | $3,913 | $3,659+6.9% | $4,879-19.8% | $4,126-5.2% |
| Admin fee / account holder | $472 | $5,217-90.9% | $6,733-93.0% | $5,650-91.6% |