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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 | $3,223 | $102,595-96.9% | $94,057-96.6% | $154,746-97.9% |
| Participation rate | 59.1% | 76.0%-16.9pp | 73.3%-14.3pp | 80.7%-21.6pp |
| Annual return | 26.52% | 583.42%-556.9pp | 480.62%-454.1pp | 172.34%-145.8pp |
| Employer contribution / active EE | $590 | $3,147-81.2% | $2,933-79.9% | $4,379-86.5% |
| Participant deferral / active EE | $1,198 | $5,118-76.6% | $4,709-74.6% | $6,730-82.2% |
| Admin fee / account holder | $875 | $7,736-88.7% | $7,244-87.9% | $14,365-93.9% |