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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 | $210,343-96.5% | $153,476-95.3% | $145,978-95.0% |
| Participation rate | 65.0% | 82.1%-17.1pp | 77.1%-12.1pp | 80.3%-15.3pp |
| Annual return | 323.28% | 13.38%+309.9pp | 15.66%+307.6pp | 550.52%-227.2pp |
| Employer contribution / active EE | $2,730 | $6,047-54.9% | $5,038-45.8% | $4,662-41.4% |
| Participant deferral / active EE | $2,947 | $7,977-63.1% | $6,759-56.4% | $6,690-55.9% |
| Admin fee / account holder | $3,148 | $19,424-83.8% | $12,729-75.3% | $13,400-76.5% |