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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 | $4,773 | $54,674-91.3% | $76,089-93.7% | $74,429-93.6% |
| Participation rate | 55.9% | 60.3%-4.4pp | 69.1%-13.2pp | 67.2%-11.3pp |
| Annual return | 16.75% | 31.89%-15.1pp | 360.94%-344.2pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $450 | $1,781-74.7% | $2,690-83.3% | $2,625-82.8% |
| Participant deferral / active EE | $1,184 | $3,071-61.5% | $4,259-72.2% | $4,348-72.8% |
| Admin fee / account holder | $1,425 | $2,238-36.3% | $6,418-77.8% | $1,944-26.7% |