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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 | $7,919 | $84,713-90.7% | $75,717-89.5% | $167,518-95.3% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.8%-32.0pp | 82.1%-39.3pp |
| Annual return | 17.85% | 199.49%-181.6pp | 104.58%-86.7pp | 478.71%-460.9pp |
| Employer contribution / active EE | $809 | $3,229-75.0% | $2,743-70.5% | $4,838-83.3% |
| Participant deferral / active EE | $2,034 | $4,578-55.6% | $3,821-46.8% | $6,342-67.9% |
| Admin fee / account holder | $485 | $5,357-91.0% | $3,619-86.6% | $12,312-96.1% |