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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 | $10,324 | $166,268-93.8% | $165,100-93.7% | $145,897-92.9% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.6%-10.2pp | 80.3%-11.9pp |
| Annual return | -14.64% | 100.52%-115.2pp | 70.21%-84.8pp | 552.29%-566.9pp |
| Employer contribution / active EE | $1,314 | $5,284-75.1% | $4,348-69.8% | $4,663-71.8% |
| Participant deferral / active EE | $3,957 | $6,964-43.2% | $6,035-34.4% | $6,689-40.8% |
| Admin fee / account holder | $1,368 | $16,659-91.8% | $12,696-89.2% | $13,390-89.8% |