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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 | $12,301 | $46,464-73.5% | $150,298-91.8% | $79,634-84.6% |
| Participation rate | 11.8% | 57.0%-45.2pp | 77.8%-66.0pp | 62.5%-50.7pp |
| Annual return | 240.20% | 27.89%+212.3pp | 62.79%+177.4pp | 36.46%+203.7pp |
| Employer contribution / active EE | $313 | $1,512-79.3% | $4,154-92.5% | $2,529-87.6% |
| Participant deferral / active EE | $739 | $2,157-65.7% | $5,453-86.4% | $3,835-80.7% |
| Admin fee / account holder | $855 | $891-4.0% | $14,116-93.9% | $1,002-14.6% |