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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 | $17,210 | $69,774-75.3% | $67,575-74.5% | $74,459-76.9% |
| Participation rate | 32.5% | 71.4%-38.9pp | 72.9%-40.4pp | 67.2%-34.7pp |
| Annual return | 17.44% | -40.53%+58.0pp | 3528.98%-3511.5pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $651 | $2,710-76.0% | $2,736-76.2% | $2,626-75.2% |
| Participant deferral / active EE | $1,300 | $3,636-64.2% | $4,003-67.5% | $4,350-70.1% |
| Admin fee / account holder | $1,706 | $890+91.8% | $3,993-57.3% | $1,945-12.3% |