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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 | $11,110 | $134,817-91.8% | $123,973-91.0% | $155,188-92.8% |
| Participation rate | 52.9% | 79.4%-26.5pp | 76.7%-23.7pp | 80.8%-27.9pp |
| Annual return | 7.74% | 515.49%-507.7pp | 388.13%-380.4pp | 148.84%-141.1pp |
| Employer contribution / active EE | $6,829 | $4,425+54.3% | $4,126+65.5% | $4,248+60.8% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,132 | $13,245-91.5% | $11,799-90.4% | $14,480-92.2% |