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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 | $9,451 | $65,423-85.6% | $98,477-90.4% | $85,856-89.0% |
| Participation rate | 68.3% | 65.0%+3.3pp | 73.3%-5.0pp | 69.3%-1.0pp |
| Annual return | 19.12% | 21.76%-2.6pp | 1493.59%-1474.5pp | 318.58%-299.5pp |
| Employer contribution / active EE | $1,247 | $2,168-42.5% | $2,961-57.9% | $2,565-51.4% |
| Participant deferral / active EE | $1,602 | $3,167-49.4% | $4,276-62.5% | $3,952-59.5% |
| Admin fee / account holder | $2,081 | $4,594-54.7% | $5,951-65.0% | $6,261-66.8% |