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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 | $13,276 | $75,832-82.5% | $147,617-91.0% | $59,633-77.7% |
| Participation rate | 61.5% | 71.6%-10.0pp | 84.6%-23.1pp | 68.7%-7.1pp |
| Annual return | 1.30% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $451 | $3,485-87.1% | $5,564-91.9% | $2,203-79.5% |
| Participant deferral / active EE | $1,869 | $3,131-40.3% | $4,895-61.8% | $3,192-41.4% |
| Admin fee / account holder | $2,389 | $5,986-60.1% | $11,612-79.4% | $4,297-44.4% |