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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 | $9,766 | $211,288-95.4% | $178,540-94.5% | $145,884-93.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 86.03% | 30.27%+55.8pp | 27.15%+58.9pp | 551.85%-465.8pp |
| Employer contribution / active EE | $850 | $4,574-81.4% | $3,953-78.5% | $4,662-81.8% |
| Participant deferral / active EE | $1,363 | $6,967-80.4% | $6,281-78.3% | $6,690-79.6% |
| Admin fee / account holder | $612 | $12,105-94.9% | $10,424-94.1% | $13,392-95.4% |