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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 | $5,458 | $61,125-91.1% | $94,057-94.2% | $87,485-93.8% |
| Participation rate | 64.1% | 64.1%0pp | 73.3%-9.2pp | 68.9%-4.8pp |
| Annual return | 43.01% | 35.20%+7.8pp | 480.62%-437.6pp | 26.06%+16.9pp |
| Employer contribution / active EE | $658 | $2,136-69.2% | $2,933-77.6% | $2,596-74.7% |
| Participant deferral / active EE | $2,664 | $3,260-18.3% | $4,709-43.4% | $4,274-37.7% |
| Admin fee / account holder | $630 | $5,629-88.8% | $7,244-91.3% | $7,775-91.9% |