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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 | $90,530-93.9% | $76,030-92.8% | $145,897-96.2% |
| Participation rate | 58.8% | 74.4%-15.6pp | 69.1%-10.2pp | 80.3%-21.5pp |
| Annual return | 15.76% | 625.08%-609.3pp | 361.54%-345.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $876 | $3,319-73.6% | $2,688-67.4% | $4,663-81.2% |
| Participant deferral / active EE | $1,701 | $5,164-67.1% | $4,257-60.0% | $6,689-74.6% |
| Admin fee / account holder | $445 | $8,383-94.7% | $6,421-93.1% | $13,390-96.7% |