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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 | $11,864 | $80,812-85.3% | $160,784-92.6% | $82,448-85.6% |
| Participation rate | 20.9% | 66.2%-45.3pp | 77.0%-56.0pp | 68.1%-47.1pp |
| Annual return | 16.94% | 100.59%-83.6pp | 1803.92%-1787.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $622 | $2,174-71.4% | $3,733-83.3% | $2,551-75.6% |
| Participant deferral / active EE | $1,589 | $4,335-63.3% | $6,293-74.8% | $4,139-61.6% |
| Admin fee / account holder | $1,856 | $7,695-75.9% | $9,717-80.9% | $7,234-74.3% |