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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 | $8,789 | $80,812-89.1% | $160,784-94.5% | $82,448-89.3% |
| Participation rate | 57.5% | 66.2%-8.7pp | 77.0%-19.5pp | 68.1%-10.6pp |
| Annual return | 151.99% | 100.59%+51.4pp | 1803.92%-1651.9pp | 41.64%+110.4pp |
| Employer contribution / active EE | $620 | $2,174-71.5% | $3,733-83.4% | $2,551-75.7% |
| Participant deferral / active EE | $1,521 | $4,335-64.9% | $6,293-75.8% | $4,139-63.2% |
| Admin fee / account holder | $3,099 | $7,695-59.7% | $9,717-68.1% | $7,234-57.2% |