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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 | $14,090 | $176,688-92.0% | $130,660-89.2% | $152,909-90.8% |
| Participation rate | 56.3% | 79.0%-22.7pp | 71.7%-15.5pp | 82.5%-26.2pp |
| Annual return | 13.99% | 2693.08%-2679.1pp | 1709.29%-1695.3pp | 345.46%-331.5pp |
| Employer contribution / active EE | $1,776 | $5,743-69.1% | $4,092-56.6% | $4,764-62.7% |
| Participant deferral / active EE | $3,976 | $4,362-8.9% | $3,603+10.3% | $5,851-32.1% |
| Admin fee / account holder | $4,941 | $7,131-30.7% | $5,463-9.6% | $11,601-57.4% |