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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 | $4,539 | $109,967-95.9% | $97,197-95.3% | $145,877-96.9% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 13.18% | 244.27%-231.1pp | 75.47%-62.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $2,352 | $3,077-23.6% | $2,723-13.6% | $4,663-49.6% |
| Participant deferral / active EE | $2,859 | $4,676-38.9% | $4,263-32.9% | $6,691-57.3% |
| Admin fee / account holder | $1,068 | $6,199-82.8% | $5,637-81.1% | $13,402-92.0% |