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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 | $8,860 | $69,774-87.3% | $67,575-86.9% | $74,459-88.1% |
| Participation rate | 68.9% | 71.4%-2.5pp | 72.9%-4.0pp | 67.2%+1.7pp |
| Annual return | 44.53% | -40.53%+85.1pp | 3528.98%-3484.4pp | 1369.70%-1325.2pp |
| Employer contribution / active EE | $1,196 | $2,710-55.9% | $2,736-56.3% | $2,626-54.5% |
| Participant deferral / active EE | $2,925 | $3,636-19.6% | $4,003-26.9% | $4,350-32.8% |
| Admin fee / account holder | $435 | $890-51.1% | $3,993-89.1% | $1,945-77.6% |