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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 | $12,423 | $183,516-93.2% | $155,534-92.0% | $145,884-91.5% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 185.96% | 61.43%+124.5pp | 64.92%+121.0pp | 551.85%-365.9pp |
| Employer contribution / active EE | $1,922 | $5,315-63.8% | $4,675-58.9% | $4,662-58.8% |
| Participant deferral / active EE | $3,781 | $6,467-41.5% | $5,630-32.8% | $6,690-43.5% |
| Admin fee / account holder | $451 | $19,293-97.7% | $15,900-97.2% | $13,392-96.6% |