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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 | $15,294 | $183,516-91.7% | $155,534-90.2% | $145,884-89.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | -7.95% | 61.43%-69.4pp | 64.92%-72.9pp | 551.85%-559.8pp |
| Employer contribution / active EE | $1,475 | $5,315-72.2% | $4,675-68.4% | $4,662-68.4% |
| Participant deferral / active EE | $3,257 | $6,467-49.6% | $5,630-42.1% | $6,690-51.3% |
| Admin fee / account holder | $534 | $19,293-97.2% | $15,900-96.6% | $13,392-96.0% |