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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 | $3,509 | $54,674-93.6% | $76,089-95.4% | $74,429-95.3% |
| Participation rate | 65.7% | 60.3%+5.4pp | 69.1%-3.3pp | 67.2%-1.5pp |
| Annual return | 20.93% | 31.89%-11.0pp | 360.94%-340.0pp | 1368.38%-1347.5pp |
| Employer contribution / active EE | $453 | $1,781-74.6% | $2,690-83.2% | $2,625-82.8% |
| Participant deferral / active EE | $1,150 | $3,071-62.5% | $4,259-73.0% | $4,348-73.5% |
| Admin fee / account holder | $672 | $2,238-70.0% | $6,418-89.5% | $1,944-65.5% |