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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 | $4,889 | $90,614-94.6% | $76,089-93.6% | $145,877-96.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 10.35% | 623.80%-613.5pp | 360.94%-350.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,055 | $3,324-68.3% | $2,690-60.8% | $4,663-77.4% |
| Participant deferral / active EE | $1,935 | $5,168-62.6% | $4,259-54.6% | $6,691-71.1% |
| Admin fee / account holder | $2,696 | $8,376-67.8% | $6,418-58.0% | $13,402-79.9% |