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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 | $11,978 | $60,454-80.2% | $81,844-85.4% | $74,459-83.9% |
| Participation rate | 54.1% | 63.0%-8.9pp | 72.4%-18.3pp | 67.2%-13.1pp |
| Annual return | 12.97% | 16.87%-3.9pp | 778.87%-765.9pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $823 | $2,630-68.7% | $2,916-71.8% | $2,626-68.6% |
| Participant deferral / active EE | $1,288 | $3,398-62.1% | $4,323-70.2% | $4,350-70.4% |
| Admin fee / account holder | $447 | $1,490-70.0% | $7,355-93.9% | $1,945-77.0% |