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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 | $5,395 | $47,479-88.6% | $62,929-91.4% | $82,448-93.5% |
| Participation rate | 61.8% | 66.9%-5.1pp | 73.1%-11.3pp | 68.1%-6.3pp |
| Annual return | 43.99% | 20.34%+23.6pp | 1063.93%-1019.9pp | 41.64%+2.4pp |
| Employer contribution / active EE | $1,174 | $1,885-37.7% | $2,505-53.1% | $2,551-54.0% |
| Participant deferral / active EE | $1,740 | $2,870-39.4% | $3,888-55.3% | $4,139-58.0% |
| Admin fee / account holder | $1,229 | $3,804-67.7% | $5,065-75.7% | $7,234-83.0% |