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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 | $13,789 | $148,623-90.7% | $135,974-89.9% | $139,466-90.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 23.23% | 79.30%-56.1pp | 68.30%-45.1pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,677 | $5,246-68.0% | $4,859-65.5% | $4,754-64.7% |
| Participant deferral / active EE | $4,368 | $8,103-46.1% | $7,760-43.7% | $6,712-34.9% |
| Admin fee / account holder | $5,040 | $12,406-59.4% | $10,767-53.2% | $11,409-55.8% |