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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 | $17,532 | $166,131-89.4% | $164,975-89.4% | $145,877-88.0% |
| Participation rate | 35.7% | 82.0%-46.3pp | 78.6%-42.9pp | 80.3%-44.6pp |
| Annual return | 13.20% | 100.37%-87.2pp | 70.12%-56.9pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,168 | $5,276-77.9% | $4,343-73.1% | $4,663-75.0% |
| Participant deferral / active EE | $4,321 | $6,962-37.9% | $6,033-28.4% | $6,691-35.4% |
| Admin fee / account holder | $480 | $16,648-97.1% | $12,688-96.2% | $13,402-96.4% |