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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 | $2,695 | $41,016-93.4% | $152,093-98.2% | $64,097-95.8% |
| Participation rate | 53.6% | 51.3%+2.3pp | 77.8%-24.1pp | 55.2%-1.6pp |
| Annual return | 1033.81% | 39.60%+994.2pp | 66.36%+967.4pp | 34.64%+999.2pp |
| Employer contribution / active EE | $495 | $1,342-63.2% | $4,175-88.2% | $1,891-73.9% |
| Participant deferral / active EE | $771 | $1,927-60.0% | $5,451-85.9% | $3,080-75.0% |
| Admin fee / account holder | $6,573 | $2,305+185.1% | $14,497-54.7% | $3,454+90.3% |