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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 | $7,597 | $111,830-93.2% | $93,696-91.9% | $145,884-94.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 14.19% | 204.08%-189.9pp | 133.74%-119.6pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,164 | $3,093-62.4% | $2,422-51.9% | $4,662-75.0% |
| Participant deferral / active EE | $2,160 | $4,920-56.1% | $4,417-51.1% | $6,690-67.7% |
| Admin fee / account holder | $566 | $10,249-94.5% | $8,287-93.2% | $13,392-95.8% |