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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 | $20,291 | $226,090-91.0% | $182,531-88.9% | $152,885-86.7% |
| Participation rate | 52.4% | 82.5%-30.1pp | 78.0%-25.6pp | 82.5%-30.1pp |
| Annual return | 27.73% | 192.57%-164.8pp | 148.57%-120.8pp | 345.39%-317.7pp |
| Employer contribution / active EE | $985 | $4,978-80.2% | $4,075-75.8% | $4,763-79.3% |
| Participant deferral / active EE | $1,249 | $6,369-80.4% | $5,525-77.4% | $5,851-78.7% |
| Admin fee / account holder | $5,822 | $10,705-45.6% | $8,593-32.2% | $11,598-49.8% |