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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 | $12,202 | $80,812-84.9% | $160,784-92.4% | $82,448-85.2% |
| Participation rate | 52.6% | 66.2%-13.6pp | 77.0%-24.3pp | 68.1%-15.4pp |
| Annual return | 35.49% | 100.59%-65.1pp | 1803.92%-1768.4pp | 41.64%-6.2pp |
| Employer contribution / active EE | $982 | $2,174-54.8% | $3,733-73.7% | $2,551-61.5% |
| Participant deferral / active EE | $2,626 | $4,335-39.4% | $6,293-58.3% | $4,139-36.6% |
| Admin fee / account holder | $517 | $7,695-93.3% | $9,717-94.7% | $7,234-92.9% |