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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 | $5,136 | $109,967-95.3% | $97,197-94.7% | $145,877-96.5% |
| Participation rate | 61.1% | 76.0%-14.8pp | 72.7%-11.6pp | 80.3%-19.2pp |
| Annual return | 13.90% | 244.27%-230.4pp | 75.47%-61.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $731 | $3,077-76.3% | $2,723-73.2% | $4,663-84.3% |
| Participant deferral / active EE | $905 | $4,676-80.7% | $4,263-78.8% | $6,691-86.5% |
| Admin fee / account holder | $347 | $6,199-94.4% | $5,637-93.8% | $13,402-97.4% |