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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 | $14,858 | $160,070-90.7% | $147,117-89.9% | $145,897-89.8% |
| Participation rate | 30.8% | 84.0%-53.3pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 18.67% | 98.69%-80.0pp | 420.54%-401.9pp | 552.29%-533.6pp |
| Employer contribution / active EE | $1,589 | $5,285-69.9% | $4,932-67.8% | $4,663-65.9% |
| Participant deferral / active EE | $3,382 | $8,419-59.8% | $8,065-58.1% | $6,689-49.4% |
| Admin fee / account holder | $2,343 | $15,035-84.4% | $12,993-82.0% | $13,390-82.5% |