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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 | $6,002 | $123,854-95.2% | $69,623-91.4% | $145,884-95.9% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.4%-33.1pp | 80.3%-47.0pp |
| Annual return | 12.39% | 192.35%-180.0pp | 101.23%-88.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $590 | $2,673-77.9% | $1,709-65.5% | $4,662-87.3% |
| Participant deferral / active EE | $770 | $4,242-81.9% | $2,890-73.4% | $6,690-88.5% |
| Admin fee / account holder | $1,352 | $7,822-82.7% | $4,696-71.2% | $13,392-89.9% |