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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 | $12,439 | $160,070-92.2% | $147,117-91.5% | $145,897-91.5% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 15.05% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,636 | $5,285-69.0% | $4,932-66.8% | $4,663-64.9% |
| Participant deferral / active EE | $2,752 | $8,419-67.3% | $8,065-65.9% | $6,689-58.9% |
| Admin fee / account holder | $1,241 | $15,035-91.7% | $12,993-90.4% | $13,390-90.7% |