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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 | $12,445 | $160,028-92.2% | $147,080-91.5% | $145,884-91.5% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.2%-27.2pp | 80.3%-25.3pp |
| Annual return | 56.04% | 98.60%-42.6pp | 420.17%-364.1pp | 551.85%-495.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,340 | $8,422-36.6% | $8,066-33.8% | $6,690-20.2% |
| Admin fee / account holder | $641 | $15,030-95.7% | $12,989-95.1% | $13,392-95.2% |