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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 | $8,682 | $59,467-85.4% | $93,727-90.7% | $74,478-88.3% |
| Participation rate | 37.4% | 59.6%-22.2pp | 68.7%-31.3pp | 67.2%-29.8pp |
| Annual return | 13.17% | 82.14%-69.0pp | 133.83%-120.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $697 | $1,267-45.0% | $2,421-71.2% | $2,626-73.5% |
| Participant deferral / active EE | $1,436 | $3,052-53.0% | $4,417-67.5% | $4,350-67.0% |
| Admin fee / account holder | $2,335 | $3,028-22.9% | $8,292-71.8% | $1,946+20.0% |