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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 | $16,089 | $160,028-89.9% | $147,080-89.1% | $145,884-89.0% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 24.96% | 98.60%-73.6pp | 420.17%-395.2pp | 551.85%-526.9pp |
| Employer contribution / active EE | $2,008 | $5,286-62.0% | $4,933-59.3% | $4,662-56.9% |
| Participant deferral / active EE | $3,491 | $8,422-58.6% | $8,066-56.7% | $6,690-47.8% |
| Admin fee / account holder | $1,049 | $15,030-93.0% | $12,989-91.9% | $13,392-92.2% |