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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 | $55,446-87.1% | $155,574-95.4% | $74,429-90.4% |
| Participation rate | 39.5% | 61.9%-22.4pp | 78.2%-38.7pp | 67.2%-27.7pp |
| Annual return | 57.67% | 269.20%-211.5pp | 64.87%-7.2pp | 1368.38%-1310.7pp |
| Employer contribution / active EE | $718 | $2,266-68.3% | $4,676-84.6% | $2,625-72.6% |
| Participant deferral / active EE | $1,537 | $2,836-45.8% | $5,629-72.7% | $4,348-64.6% |
| Admin fee / account holder | $333 | $1,743-80.9% | $15,914-97.9% | $1,944-82.9% |