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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 | $6,810 | $55,446-87.7% | $155,574-95.6% | $74,429-90.9% |
| Participation rate | 49.6% | 61.9%-12.3pp | 78.2%-28.6pp | 67.2%-17.6pp |
| Annual return | 13.42% | 269.20%-255.8pp | 64.87%-51.5pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $725 | $2,266-68.0% | $4,676-84.5% | $2,625-72.4% |
| Participant deferral / active EE | $1,361 | $2,836-52.0% | $5,629-75.8% | $4,348-68.7% |
| Admin fee / account holder | $526 | $1,743-69.8% | $15,914-96.7% | $1,944-72.9% |