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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 | $5,564 | $60,504-90.8% | $81,882-93.2% | $74,478-92.5% |
| Participation rate | 24.4% | 62.9%-38.5pp | 72.4%-48.0pp | 67.2%-42.9pp |
| Annual return | 20.83% | 16.91%+3.9pp | 779.47%-758.6pp | 1370.56%-1349.7pp |
| Employer contribution / active EE | $494 | $2,627-81.2% | $2,916-83.0% | $2,626-81.2% |
| Participant deferral / active EE | $1,053 | $3,400-69.0% | $4,323-75.6% | $4,350-75.8% |
| Admin fee / account holder | $741 | $1,492-50.3% | $7,360-89.9% | $1,946-61.9% |