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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 | $2,545 | $88,778-97.1% | $81,844-96.9% | $145,884-98.3% |
| Participation rate | 61.9% | 75.1%-13.2pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 19.67% | 1033.03%-1013.4pp | 778.87%-759.2pp | 551.85%-532.2pp |
| Employer contribution / active EE | $660 | $3,087-78.6% | $2,916-77.4% | $4,662-85.8% |
| Participant deferral / active EE | $732 | $4,648-84.3% | $4,323-83.1% | $6,690-89.1% |
| Admin fee / account holder | $522 | $8,430-93.8% | $7,355-92.9% | $13,392-96.1% |