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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 | $12,929 | $60,305-78.6% | $81,780-84.2% | $74,400-82.6% |
| Participation rate | 44.5% | 62.9%-18.3pp | 72.4%-27.8pp | 67.2%-22.7pp |
| Annual return | 57.14% | 16.89%+40.3pp | 776.27%-719.1pp | 1367.51%-1310.4pp |
| Employer contribution / active EE | $1,312 | $2,623-50.0% | $2,914-55.0% | $2,624-50.0% |
| Participant deferral / active EE | $2,193 | $3,390-35.3% | $4,321-49.2% | $4,348-49.6% |
| Admin fee / account holder | $764 | $1,484-48.5% | $7,384-89.7% | $1,944-60.7% |