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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 | $4,352 | $169,336-97.4% | $129,384-96.6% | $145,884-97.0% |
| Participation rate | 46.7% | 76.5%-29.8pp | 69.6%-23.0pp | 80.3%-33.6pp |
| Annual return | 19.82% | 14408.70%-14388.9pp | 9461.77%-9442.0pp | 551.85%-532.0pp |
| Employer contribution / active EE | $258 | $5,540-95.4% | $4,153-93.8% | $4,662-94.5% |
| Participant deferral / active EE | $1,960 | $4,985-60.7% | $4,166-53.0% | $6,690-70.7% |
| Admin fee / account holder | $342 | $9,912-96.6% | $7,686-95.6% | $13,392-97.4% |