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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 | $9,141 | $111,878-91.8% | $93,727-90.2% | $145,897-93.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 22.71% | 204.28%-181.6pp | 133.83%-111.1pp | 552.29%-529.6pp |
| Employer contribution / active EE | $3,377 | $3,092+9.2% | $2,421+39.5% | $4,663-27.6% |
| Participant deferral / active EE | $5,795 | $4,920+17.8% | $4,417+31.2% | $6,689-13.4% |
| Admin fee / account holder | $420 | $10,256-95.9% | $8,292-94.9% | $13,390-96.9% |