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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 | $11,600 | $55,437-79.1% | $155,534-92.5% | $74,459-84.4% |
| Participation rate | 43.0% | 61.9%-18.9pp | 78.2%-35.2pp | 67.2%-24.2pp |
| Annual return | 10.36% | 269.58%-259.2pp | 64.92%-54.6pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $579 | $2,266-74.4% | $4,675-87.6% | $2,626-77.9% |
| Participant deferral / active EE | $1,743 | $2,837-38.6% | $5,630-69.1% | $4,350-59.9% |
| Admin fee / account holder | $1,550 | $1,742-11.0% | $15,900-90.2% | $1,945-20.3% |