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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 | $5,101 | $104,106-95.1% | $71,086-92.8% | $135,379-96.2% |
| Participation rate | 34.8% | 65.7%-30.9pp | 54.7%-19.9pp | 82.6%-47.9pp |
| Annual return | -14.47% | 1256.30%-1270.8pp | 650.59%-665.1pp | 519.79%-534.3pp |
| Employer contribution / active EE | $203 | $1,485-86.3% | $1,088-81.3% | $4,779-95.8% |
| Participant deferral / active EE | $727 | $2,527-71.2% | $1,874-61.2% | $5,609-87.0% |
| Admin fee / account holder | $339 | $4,142-91.8% | $3,082-89.0% | $10,828-96.9% |