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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 | $14,072 | $160,040-91.2% | $147,096-90.4% | $145,877-90.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 23.97% | 98.49%-74.5pp | 419.75%-395.8pp | 551.28%-527.3pp |
| Employer contribution / active EE | $2,378 | $5,289-55.1% | $4,936-51.8% | $4,663-49.0% |
| Participant deferral / active EE | $3,787 | $8,429-55.1% | $8,071-53.1% | $6,691-43.4% |
| Admin fee / account holder | $6,187 | $15,050-58.9% | $13,005-52.4% | $13,402-53.8% |