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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 | $18,582 | $185,905-90.0% | $170,057-89.1% | $139,487-86.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 127.10% | 60.56%+66.5pp | 53.42%+73.7pp | 373.84%-246.7pp |
| Employer contribution / active EE | $4,123 | $7,597-45.7% | $6,790-39.3% | $4,755-13.3% |
| Participant deferral / active EE | $9,332 | $11,627-19.7% | $10,411-10.4% | $6,713+39.0% |
| Admin fee / account holder | $440 | $15,397-97.1% | $12,826-96.6% | $11,407-96.1% |