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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 | $3,622 | $169,361-97.9% | $129,397-97.2% | $145,877-97.5% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 17.84% | 14395.54%-14377.7pp | 9453.98%-9436.1pp | 551.28%-533.4pp |
| Employer contribution / active EE | $406 | $5,542-92.7% | $4,154-90.2% | $4,663-91.3% |
| Participant deferral / active EE | $537 | $4,987-89.2% | $4,167-87.1% | $6,691-92.0% |
| Admin fee / account holder | $540 | $9,903-94.5% | $7,679-93.0% | $13,402-96.0% |