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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 | $10,473 | $104,513-90.0% | $76,824-86.4% | $152,870-93.1% |
| Participation rate | 52.9% | 76.6%-23.7pp | 72.1%-19.1pp | 82.4%-29.5pp |
| Annual return | 28.42% | 1013.70%-985.3pp | 1166.26%-1137.8pp | 345.34%-316.9pp |
| Employer contribution / active EE | $905 | $3,117-71.0% | $2,302-60.7% | $4,763-81.0% |
| Participant deferral / active EE | $986 | $4,236-76.7% | $3,336-70.4% | $5,850-83.1% |
| Admin fee / account holder | $611 | $12,279-95.0% | $6,421-90.5% | $11,597-94.7% |