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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 | $15,074 | $68,852-78.1% | $120,524-87.5% | $80,925-81.4% |
| Participation rate | 51.7% | 61.6%-9.9pp | 71.9%-20.2pp | 67.7%-15.9pp |
| Annual return | 51.95% | 23.67%+28.3pp | 107.36%-55.4pp | 35.65%+16.3pp |
| Employer contribution / active EE | $1,225 | $2,063-40.6% | $3,469-64.7% | $2,756-55.6% |
| Participant deferral / active EE | $2,791 | $3,187-12.4% | $4,994-44.1% | $4,299-35.1% |
| Admin fee / account holder | $404 | $5,781-93.0% | $9,440-95.7% | $6,940-94.2% |