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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 | $7,179 | $55,470-87.1% | $155,556-95.4% | $74,478-90.4% |
| Participation rate | 39.5% | 61.9%-22.4pp | 78.2%-38.7pp | 67.2%-27.7pp |
| Annual return | 57.67% | 269.80%-212.1pp | 64.84%-7.2pp | 1370.56%-1312.9pp |
| Employer contribution / active EE | $718 | $2,267-68.3% | $4,675-84.6% | $2,626-72.6% |
| Participant deferral / active EE | $1,537 | $2,838-45.8% | $5,631-72.7% | $4,350-64.7% |
| Admin fee / account holder | $333 | $1,744-80.9% | $15,885-97.9% | $1,946-82.9% |