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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 | $9,814 | $54,674-82.0% | $76,089-87.1% | $74,429-86.8% |
| Participation rate | 24.6% | 60.3%-35.7pp | 69.1%-44.4pp | 67.2%-42.6pp |
| Annual return | 17.25% | 31.89%-14.6pp | 360.94%-343.7pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $544 | $1,781-69.5% | $2,690-79.8% | $2,625-79.3% |
| Participant deferral / active EE | $986 | $3,071-67.9% | $4,259-76.8% | $4,348-77.3% |
| Admin fee / account holder | $3,147 | $2,238+40.6% | $6,418-51.0% | $1,944+61.8% |