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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 | $11,661 | $78,694-85.2% | $67,652-82.8% | $125,389-90.7% |
| Participation rate | 41.7% | 78.8%-37.1pp | 75.7%-34.0pp | 83.2%-41.5pp |
| Annual return | 65.55% | 9.46%+56.1pp | 6625.40%-6559.8pp | 282.24%-216.7pp |
| Employer contribution / active EE | $610 | $3,044-80.0% | $2,266-73.1% | $4,866-87.5% |
| Participant deferral / active EE | $1,585 | $4,292-63.1% | $3,560-55.5% | $5,352-70.4% |
| Admin fee / account holder | $6,352 | $7,403-14.2% | $4,821+31.8% | $9,541-33.4% |