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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 | $849 | $76,608-98.9% | $56,077-98.5% | $145,877-99.4% |
| Participation rate | 60.9% | 63.2%-2.4pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 13.07% | 3009.59%-2996.5pp | 1709.28%-1696.2pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $465 | $2,624-82.3% | $1,954-76.2% | $6,691-93.0% |
| Admin fee / account holder | $370 | $3,325-88.9% | $2,825-86.9% | $13,402-97.2% |