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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 | $10,619 | $97,732-89.1% | $83,831-87.3% | $135,380-92.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -57.21% | 1287.56%-1344.8pp | 850.99%-908.2pp | 519.81%-577.0pp |
| Employer contribution / active EE | $1,003 | $4,222-76.2% | $3,631-72.4% | $4,779-79.0% |
| Participant deferral / active EE | $2,855 | $4,683-39.0% | $4,082-30.1% | $5,609-49.1% |
| Admin fee / account holder | $1,944 | $6,675-70.9% | $5,479-64.5% | $10,828-82.0% |