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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 | $9,995 | $111,878-91.1% | $93,727-89.3% | $145,897-93.1% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 12.05% | 204.28%-192.2pp | 133.83%-121.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $927 | $3,092-70.0% | $2,421-61.7% | $4,663-80.1% |
| Participant deferral / active EE | $3,257 | $4,920-33.8% | $4,417-26.3% | $6,689-51.3% |
| Admin fee / account holder | $687 | $10,256-93.3% | $8,292-91.7% | $13,390-94.9% |