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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 | $10,505 | $97,732-89.3% | $83,831-87.5% | $135,380-92.2% |
| Participation rate | 41.7% | 80.0%-38.3pp | 76.1%-34.5pp | 82.6%-41.0pp |
| Annual return | -19.10% | 1287.56%-1306.7pp | 850.99%-870.1pp | 519.81%-538.9pp |
| Employer contribution / active EE | $1,968 | $4,222-53.4% | $3,631-45.8% | $4,779-58.8% |
| Participant deferral / active EE | $2,719 | $4,683-41.9% | $4,082-33.4% | $5,609-51.5% |
| Admin fee / account holder | $1,303 | $6,675-80.5% | $5,479-76.2% | $10,828-88.0% |