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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 | $9,217 | $57,330-83.9% | $86,656-89.4% | $75,177-87.7% |
| Participation rate | 51.4% | 63.2%-11.8pp | 71.7%-20.3pp | 67.2%-15.8pp |
| Annual return | 26.90% | 2675.40%-2648.5pp | 593.09%-566.2pp | 160.75%-133.9pp |
| Employer contribution / active EE | $1,076 | $2,316-53.5% | $3,025-64.4% | $2,671-59.7% |
| Participant deferral / active EE | $1,868 | $3,320-43.7% | $4,439-57.9% | $4,126-54.7% |
| Admin fee / account holder | $804 | $4,115-80.5% | $5,619-85.7% | $5,651-85.8% |