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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 | $5,311 | $169,356-96.9% | $129,406-95.9% | $145,897-96.4% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 32.22% | 14418.62%-14386.4pp | 9468.18%-9436.0pp | 552.29%-520.1pp |
| Employer contribution / active EE | $1,108 | $5,542-80.0% | $4,155-73.3% | $4,663-76.2% |
| Participant deferral / active EE | $1,516 | $4,987-69.6% | $4,167-63.6% | $6,689-77.3% |
| Admin fee / account holder | $457 | $9,915-95.4% | $7,689-94.1% | $13,390-96.6% |