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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 | $4,313 | $96,388-95.5% | $80,627-94.7% | $139,466-96.9% |
| Participation rate | 34.8% | 73.6%-38.9pp | 67.0%-32.2pp | 80.3%-45.5pp |
| Annual return | 23.03% | 1352.08%-1329.0pp | 936.76%-913.7pp | 373.66%-350.6pp |
| Employer contribution / active EE | $533 | $3,260-83.6% | $2,723-80.4% | $4,754-88.8% |
| Participant deferral / active EE | $1,144 | $5,224-78.1% | $4,443-74.3% | $6,712-83.0% |
| Admin fee / account holder | $391 | $6,603-94.1% | $5,381-92.7% | $11,409-96.6% |