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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 | $20,367 | $176,105-88.4% | $159,474-87.2% | $167,536-87.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.89% | 331.91%-314.0pp | 263.68%-245.8pp | 478.82%-460.9pp |
| Employer contribution / active EE | $2,182 | $5,299-58.8% | $4,831-54.8% | $4,839-54.9% |
| Participant deferral / active EE | $2,957 | $7,751-61.9% | $7,353-59.8% | $6,342-53.4% |
| Admin fee / account holder | $379 | $12,559-97.0% | $10,802-96.5% | $12,315-96.9% |