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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 | $5,006 | $90,691-94.5% | $76,119-93.4% | $145,884-96.6% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 14.69% | 624.52%-609.8pp | 361.25%-346.6pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,460 | $3,329-56.2% | $2,693-45.8% | $4,662-68.7% |
| Participant deferral / active EE | $1,477 | $5,167-71.4% | $4,259-65.3% | $6,690-77.9% |
| Admin fee / account holder | $1,364 | $8,383-83.7% | $6,421-78.8% | $13,392-89.8% |