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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 | $7,275 | $210,991-96.6% | $153,741-95.3% | $145,897-95.0% |
| Participation rate | 65.0% | 82.1%-17.1pp | 77.1%-12.1pp | 80.3%-15.3pp |
| Annual return | 323.28% | 13.46%+309.8pp | 15.71%+307.6pp | 552.29%-229.0pp |
| Employer contribution / active EE | $2,730 | $6,057-54.9% | $5,042-45.9% | $4,663-41.5% |
| Participant deferral / active EE | $2,947 | $7,979-63.1% | $6,757-56.4% | $6,689-55.9% |
| Admin fee / account holder | $3,148 | $19,490-83.8% | $12,749-75.3% | $13,390-76.5% |