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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 | $2,798 | $70,121-96.0% | $63,803-95.6% | $138,895-98.0% |
| Participation rate | 61.9% | 77.2%-15.3pp | 72.7%-10.8pp | 79.9%-18.0pp |
| Annual return | 51.09% | 946.48%-895.4pp | 543.72%-492.6pp | 145.39%-94.3pp |
| Employer contribution / active EE | $385 | $2,882-86.6% | $2,532-84.8% | $4,194-90.8% |
| Participant deferral / active EE | $1,403 | $4,535-69.1% | $3,843-63.5% | $6,396-78.1% |
| Admin fee / account holder | $583 | $6,738-91.3% | $5,196-88.8% | $12,562-95.4% |