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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 | $8,815 | $211,288-95.8% | $178,540-95.1% | $145,884-94.0% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 91.95% | 30.27%+61.7pp | 27.15%+64.8pp | 551.85%-459.9pp |
| Employer contribution / active EE | $688 | $4,574-85.0% | $3,953-82.6% | $4,662-85.2% |
| Participant deferral / active EE | $1,771 | $6,967-74.6% | $6,281-71.8% | $6,690-73.5% |
| Admin fee / account holder | $573 | $12,105-95.3% | $10,424-94.5% | $13,392-95.7% |