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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 | $4,496 | $96,678-95.3% | $86,640-94.8% | $139,466-96.8% |
| Participation rate | 61.1% | 74.4%-13.3pp | 71.7%-10.6pp | 80.3%-19.2pp |
| Annual return | 50.82% | 106.69%-55.9pp | 592.52%-541.7pp | 373.66%-322.8pp |
| Employer contribution / active EE | $1,622 | $3,265-50.3% | $3,024-46.4% | $4,754-65.9% |
| Participant deferral / active EE | $3,955 | $4,837-18.2% | $4,438-10.9% | $6,712-41.1% |
| Admin fee / account holder | $7,929 | $6,410+23.7% | $5,616+41.2% | $11,409-30.5% |