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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 | $12,690 | $183,539-93.1% | $155,556-91.8% | $145,897-91.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.50% | 61.31%-40.8pp | 64.84%-44.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $1,162 | $5,315-78.1% | $4,675-75.1% | $4,663-75.1% |
| Participant deferral / active EE | $4,644 | $6,467-28.2% | $5,631-17.5% | $6,689-30.6% |
| Admin fee / account holder | $1,969 | $19,275-89.8% | $15,885-87.6% | $13,390-85.3% |