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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 | $18,965 | $102,382-81.5% | $147,005-87.1% | $80,874-76.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 64.45% | 134.89%-70.4pp | 418.76%-354.3pp | 35.62%+28.8pp |
| Employer contribution / active EE | $2,198 | $3,715-40.8% | $4,934-55.5% | $2,756-20.2% |
| Participant deferral / active EE | $3,408 | $6,646-48.7% | $8,070-57.8% | $4,297-20.7% |
| Admin fee / account holder | $905 | $7,942-88.6% | $13,006-93.0% | $6,935-86.9% |