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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 | $102,385-81.5% | $147,080-87.1% | $80,935-76.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 64.45% | 135.09%-70.6pp | 420.17%-355.7pp | 35.66%+28.8pp |
| Employer contribution / active EE | $2,198 | $3,717-40.9% | $4,933-55.5% | $2,757-20.3% |
| Participant deferral / active EE | $3,408 | $6,651-48.8% | $8,066-57.7% | $4,299-20.7% |
| Admin fee / account holder | $905 | $7,951-88.6% | $12,989-93.0% | $6,924-86.9% |