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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 | $8,800 | $85,171-89.7% | $172,753-94.9% | $72,976-87.9% |
| Participation rate | 48.3% | 70.1%-21.7pp | 82.6%-34.3pp | 69.5%-21.2pp |
| Annual return | 25.82% | 27.32%-1.5pp | 803.00%-777.2pp | 81.02%-55.2pp |
| Employer contribution / active EE | $699 | $3,324-79.0% | $5,144-86.4% | $2,440-71.4% |
| Participant deferral / active EE | $1,725 | $3,260-47.1% | $5,198-66.8% | $3,608-52.2% |
| Admin fee / account holder | $793 | $5,880-86.5% | $13,956-94.3% | $5,124-84.5% |