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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 | $7,675 | $211,224-96.4% | $178,505-95.7% | $145,897-94.7% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 164.59% | 30.28%+134.3pp | 27.16%+137.4pp | 552.29%-387.7pp |
| Employer contribution / active EE | $1,340 | $4,577-70.7% | $3,955-66.1% | $4,663-71.3% |
| Participant deferral / active EE | $1,917 | $6,966-72.5% | $6,280-69.5% | $6,689-71.3% |
| Admin fee / account holder | $404 | $12,109-96.7% | $10,428-96.1% | $13,390-97.0% |