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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 | $19,485 | $66,444-70.7% | $120,225-83.8% | $79,634-75.5% |
| Participation rate | 14.8% | 42.8%-27.9pp | 69.6%-54.7pp | 62.5%-47.6pp |
| Annual return | 39.27% | 53.37%-14.1pp | 439.23%-400.0pp | 36.46%+2.8pp |
| Employer contribution / active EE | $397 | $1,860-78.7% | $3,475-88.6% | $2,529-84.3% |
| Participant deferral / active EE | $804 | $2,798-71.3% | $3,999-79.9% | $3,835-79.0% |
| Admin fee / account holder | $6,978 | $1,295+438.6% | $5,696+22.5% | $1,002+596.4% |