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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 | $5,494 | $90,614-93.9% | $76,089-92.8% | $145,877-96.2% |
| Participation rate | 58.8% | 74.5%-15.7pp | 69.1%-10.3pp | 80.3%-21.5pp |
| Annual return | 15.76% | 623.80%-608.0pp | 360.94%-345.2pp | 551.28%-535.5pp |
| Employer contribution / active EE | $876 | $3,324-73.6% | $2,690-67.4% | $4,663-81.2% |
| Participant deferral / active EE | $1,701 | $5,168-67.1% | $4,259-60.1% | $6,691-74.6% |
| Admin fee / account holder | $445 | $8,376-94.7% | $6,418-93.1% | $13,402-96.7% |