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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 | $4,072 | $45,343-91.0% | $150,298-97.3% | $67,986-94.0% |
| Participation rate | 63.2% | 51.9%+11.3pp | 77.8%-14.6pp | 57.2%+6.0pp |
| Annual return | 50.13% | 33.28%+16.9pp | 62.79%-12.7pp | 31.67%+18.5pp |
| Employer contribution / active EE | $439 | $1,462-69.9% | $4,154-89.4% | $2,019-78.2% |
| Participant deferral / active EE | $700 | $2,055-65.9% | $5,453-87.2% | $3,358-79.1% |
| Admin fee / account holder | $1,198 | $2,250-46.7% | $14,116-91.5% | $3,203-62.6% |