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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 | $9,212 | $100,811-90.9% | $86,698-89.4% | $134,545-93.2% |
| Participation rate | 46.2% | 79.0%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | 68.97% | 29.11%+39.9pp | 35.96%+33.0pp | 418.37%-349.4pp |
| Employer contribution / active EE | $1,808 | $3,490-48.2% | $2,837-36.3% | $4,742-61.9% |
| Participant deferral / active EE | $2,859 | $5,339-46.5% | $4,656-38.6% | $6,401-55.3% |
| Admin fee / account holder | $410 | $10,926-96.2% | $7,492-94.5% | $11,431-96.4% |