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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,559 | $95,975-81.7% | $74,552-76.4% | $135,382-87.0% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -10.16% | 56.96%-67.1pp | 32.53%-42.7pp | 519.77%-529.9pp |
| Employer contribution / active EE | $962 | $2,716-64.6% | $1,961-50.9% | $4,779-79.9% |
| Participant deferral / active EE | $1,260 | $3,844-67.2% | $3,108-59.5% | $5,609-77.5% |
| Admin fee / account holder | $303 | $6,522-95.3% | $5,060-94.0% | $10,829-97.2% |