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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 | $2,433 | $70,121-96.5% | $63,803-96.2% | $138,895-98.2% |
| Participation rate | 56.3% | 77.2%-21.0pp | 72.7%-16.5pp | 79.9%-23.7pp |
| Annual return | 13.88% | 946.48%-932.6pp | 543.72%-529.8pp | 145.39%-131.5pp |
| Employer contribution / active EE | $527 | $2,882-81.7% | $2,532-79.2% | $4,194-87.4% |
| Participant deferral / active EE | $1,338 | $4,535-70.5% | $3,843-65.2% | $6,396-79.1% |
| Admin fee / account holder | $586 | $6,738-91.3% | $5,196-88.7% | $12,562-95.3% |