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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 | $17,734 | $166,268-89.3% | $165,100-89.3% | $145,897-87.8% |
| Participation rate | 46.7% | 82.0%-35.4pp | 78.6%-32.0pp | 80.3%-33.6pp |
| Annual return | 105.10% | 100.52%+4.6pp | 70.21%+34.9pp | 552.29%-447.2pp |
| Employer contribution / active EE | $2,293 | $5,284-56.6% | $4,348-47.3% | $4,663-50.8% |
| Participant deferral / active EE | $3,282 | $6,964-52.9% | $6,035-45.6% | $6,689-50.9% |
| Admin fee / account holder | $375 | $16,659-97.8% | $12,696-97.0% | $13,390-97.2% |