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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 | $6,244 | $111,535-94.4% | $105,223-94.1% | $137,256-95.5% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.0%-9.8pp | 80.0%-14.7pp |
| Annual return | 226.30% | 237.85%-11.6pp | 180.65%+45.7pp | 220.34%+6.0pp |
| Employer contribution / active EE | $1,478 | $3,939-62.5% | $3,689-59.9% | $4,156-64.4% |
| Participant deferral / active EE | $3,621 | $5,500-34.2% | $5,072-28.6% | $6,407-43.5% |
| Admin fee / account holder | $360 | $9,721-96.3% | $8,859-95.9% | $12,270-97.1% |