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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 | $15,274 | $160,028-90.5% | $147,080-89.6% | $145,884-89.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 33.61% | 98.60%-65.0pp | 420.17%-386.6pp | 551.85%-518.2pp |
| Employer contribution / active EE | $1,634 | $5,286-69.1% | $4,933-66.9% | $4,662-65.0% |
| Participant deferral / active EE | $2,775 | $8,422-67.0% | $8,066-65.6% | $6,690-58.5% |
| Admin fee / account holder | $528 | $15,030-96.5% | $12,989-95.9% | $13,392-96.1% |