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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 | $11,034 | $98,776-88.8% | $149,745-92.6% | $79,856-86.2% |
| Participation rate | 41.8% | 75.8%-34.0pp | 82.5%-40.7pp | 69.6%-27.8pp |
| Annual return | 97.77% | 27.38%+70.4pp | 276.72%-178.9pp | 31.71%+66.1pp |
| Employer contribution / active EE | $608 | $3,217-81.1% | $4,646-86.9% | $2,471-75.4% |
| Participant deferral / active EE | $2,414 | $5,681-57.5% | $6,843-64.7% | $3,741-35.5% |
| Admin fee / account holder | $4,176 | $6,053-31.0% | $9,312-55.2% | $5,306-21.3% |