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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 | $3,110 | $101,283-96.9% | $75,826-95.9% | $135,379-97.7% |
| Participation rate | 66.7% | 72.7%-6.1pp | 68.2%-1.6pp | 82.6%-16.0pp |
| Annual return | -11.53% | 3384.62%-3396.1pp | 1914.15%-1925.7pp | 519.79%-531.3pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $956 | $3,469-72.5% | $2,862-66.6% | $5,609-83.0% |
| Admin fee / account holder | $548 | $6,539-91.6% | $4,726-88.4% | $10,828-94.9% |