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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 | $5,712 | $90,691-93.7% | $76,119-92.5% | $145,884-96.1% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 17.01% | 624.52%-607.5pp | 361.25%-344.2pp | 551.85%-534.8pp |
| Employer contribution / active EE | $637 | $3,329-80.9% | $2,693-76.4% | $4,662-86.3% |
| Participant deferral / active EE | $1,463 | $5,167-71.7% | $4,259-65.6% | $6,690-78.1% |
| Admin fee / account holder | $325 | $8,383-96.1% | $6,421-94.9% | $13,392-97.6% |