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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 | $3,690 | $149,040-97.5% | $120,225-96.9% | $137,256-97.3% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 52.42% | 605.68%-553.3pp | 439.23%-386.8pp | 220.34%-167.9pp |
| Employer contribution / active EE | $1,326 | $4,350-69.5% | $3,475-61.8% | $4,156-68.1% |
| Participant deferral / active EE | $1,408 | $4,655-69.8% | $3,999-64.8% | $6,407-78.0% |
| Admin fee / account holder | $1,423 | $6,348-77.6% | $5,696-75.0% | $12,270-88.4% |