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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 | $84,953-89.7% | $163,379-94.6% | $82,637-89.4% |
| Participation rate | 57.5% | 65.9%-8.4pp | 76.8%-19.3pp | 68.1%-10.6pp |
| Annual return | 151.99% | 23.07%+128.9pp | 63.41%+88.6pp | 53.51%+98.5pp |
| Employer contribution / active EE | $620 | $2,183-71.6% | $3,752-83.5% | $2,552-75.7% |
| Participant deferral / active EE | $1,521 | $4,326-64.8% | $6,282-75.8% | $4,126-63.1% |
| Admin fee / account holder | $3,099 | $7,921-60.9% | $9,818-68.4% | $7,339-57.8% |