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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 | $13,916 | $150,412-90.7% | $120,574-88.5% | $145,884-90.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 15.12% | 154.50%-139.4pp | 107.42%-92.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,431 | $4,355-67.1% | $3,471-58.8% | $4,662-69.3% |
| Participant deferral / active EE | $3,093 | $6,175-49.9% | $4,996-38.1% | $6,690-53.8% |
| Admin fee / account holder | $2,961 | $12,224-75.8% | $9,445-68.7% | $13,392-77.9% |