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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 | $11,707 | $97,020-87.9% | $83,327-86.0% | $135,380-91.4% |
| Participation rate | 12.5% | 80.4%-67.9pp | 77.8%-65.3pp | 82.6%-70.1pp |
| Annual return | -11.34% | 12.31%-23.7pp | 10.64%-22.0pp | 519.81%-531.1pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,285 | $5,964-61.7% | $5,565-58.9% | $5,609-59.3% |
| Admin fee / account holder | $1,961 | $8,426-76.7% | $7,540-74.0% | $10,828-81.9% |