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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 | $1,902 | $88,815-97.9% | $81,882-97.7% | $145,897-98.7% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 344.68% | 1033.75%-689.1pp | 779.47%-434.8pp | 552.29%-207.6pp |
| Employer contribution / active EE | $675 | $3,086-78.1% | $2,916-76.8% | $4,663-85.5% |
| Participant deferral / active EE | $982 | $4,647-78.9% | $4,323-77.3% | $6,689-85.3% |
| Admin fee / account holder | $581 | $8,434-93.1% | $7,360-92.1% | $13,390-95.7% |