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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 | $7,055 | $148,623-95.3% | $135,974-94.8% | $139,466-94.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 358.18% | 79.30%+278.9pp | 68.30%+289.9pp | 373.66%-15.5pp |
| Employer contribution / active EE | $1,526 | $5,246-70.9% | $4,859-68.6% | $4,754-67.9% |
| Participant deferral / active EE | $3,104 | $8,103-61.7% | $7,760-60.0% | $6,712-53.8% |
| Admin fee / account holder | $586 | $12,406-95.3% | $10,767-94.6% | $11,409-94.9% |