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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 | $4,754 | $125,778-96.2% | $114,563-95.9% | $154,746-96.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 69.79% | 295.14%-225.3pp | 241.09%-171.3pp | 172.34%-102.5pp |
| Employer contribution / active EE | $710 | $2,806-74.7% | $2,592-72.6% | $4,379-83.8% |
| Participant deferral / active EE | $1,659 | $4,445-62.7% | $4,142-60.0% | $6,730-75.4% |
| Admin fee / account holder | $314 | $8,190-96.2% | $7,623-95.9% | $14,365-97.8% |