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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 | $5,424 | $57,330-90.5% | $86,656-93.7% | $75,177-92.8% |
| Participation rate | 34.3% | 63.2%-28.9pp | 71.7%-37.4pp | 67.2%-32.9pp |
| Annual return | 28.71% | 2675.40%-2646.7pp | 593.09%-564.4pp | 160.75%-132.0pp |
| Employer contribution / active EE | $722 | $2,316-68.8% | $3,025-76.1% | $2,671-73.0% |
| Participant deferral / active EE | $988 | $3,320-70.3% | $4,439-77.8% | $4,126-76.1% |
| Admin fee / account holder | $484 | $4,115-88.2% | $5,619-91.4% | $5,651-91.4% |