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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 | $8,702 | $111,785-92.2% | $93,669-90.7% | $145,877-94.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.03% | 203.79%-192.8pp | 133.59%-122.6pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,117 | $3,096-63.9% | $2,424-53.9% | $4,663-76.0% |
| Participant deferral / active EE | $1,412 | $4,919-71.3% | $4,416-68.0% | $6,691-78.9% |
| Admin fee / account holder | $2,579 | $10,256-74.9% | $8,291-68.9% | $13,402-80.8% |