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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 | $4,778 | $81,358-94.1% | $155,556-96.9% | $80,959-94.1% |
| Participation rate | 37.3% | 66.3%-29.0pp | 78.2%-41.0pp | 67.7%-30.4pp |
| Annual return | 159.39% | 33.39%+126.0pp | 64.84%+94.6pp | 35.67%+123.7pp |
| Employer contribution / active EE | $498 | $3,106-84.0% | $4,675-89.4% | $2,757-82.0% |
| Participant deferral / active EE | $1,142 | $3,455-67.0% | $5,631-79.7% | $4,300-73.5% |
| Admin fee / account holder | $488 | $7,994-93.9% | $15,885-96.9% | $6,925-93.0% |