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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 | $1,285 | $29,733-95.7% | $56,025-97.7% | $80,959-98.4% |
| Participation rate | 57.1% | 41.7%+15.4pp | 52.5%+4.6pp | 67.7%-10.5pp |
| Annual return | 57.60% | 35.28%+22.3pp | 1712.69%-1655.1pp | 35.67%+21.9pp |
| Employer contribution / active EE | $303 | $672-54.8% | $1,042-70.9% | $2,757-89.0% |
| Participant deferral / active EE | $663 | $1,229-46.1% | $1,955-66.1% | $4,300-84.6% |
| Admin fee / account holder | $332 | $2,434-86.4% | $2,828-88.3% | $6,925-95.2% |