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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 | $60,454-78.6% | $81,844-84.2% | $74,459-82.6% |
| Participation rate | 44.5% | 63.0%-18.4pp | 72.4%-27.8pp | 67.2%-22.7pp |
| Annual return | 57.14% | 16.87%+40.3pp | 778.87%-721.7pp | 1369.70%-1312.6pp |
| Employer contribution / active EE | $1,312 | $2,630-50.1% | $2,916-55.0% | $2,626-50.0% |
| Participant deferral / active EE | $2,193 | $3,398-35.5% | $4,323-49.3% | $4,350-49.6% |
| Admin fee / account holder | $764 | $1,490-48.8% | $7,355-89.6% | $1,945-60.7% |