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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 | $13,684 | $52,450-73.9% | $129,384-89.4% | $74,459-81.6% |
| Participation rate | 32.5% | 53.8%-21.3pp | 69.6%-37.1pp | 67.2%-34.7pp |
| Annual return | 25.13% | 15.65%+9.5pp | 9461.77%-9436.6pp | 1369.70%-1344.6pp |
| Employer contribution / active EE | $552 | $1,532-63.9% | $4,153-86.7% | $2,626-79.0% |
| Participant deferral / active EE | $1,245 | $2,797-55.5% | $4,166-70.1% | $4,350-71.4% |
| Admin fee / account holder | $352 | $2,636-86.7% | $7,686-95.4% | $1,945-81.9% |