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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 | $14,338 | $183,592-92.2% | $155,574-90.8% | $145,877-90.2% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 13.17% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,213 | $5,317-77.2% | $4,676-74.1% | $4,663-74.0% |
| Participant deferral / active EE | $2,438 | $6,466-62.3% | $5,629-56.7% | $6,691-63.6% |
| Admin fee / account holder | $343 | $19,316-98.2% | $15,914-97.8% | $13,402-97.4% |