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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 | $4,711 | $57,119-91.8% | $85,187-94.5% | $80,935-94.2% |
| Participation rate | 15.6% | 56.4%-40.8pp | 67.5%-51.9pp | 67.7%-52.0pp |
| Annual return | -223.98% | 21.70%-245.7pp | 66.67%-290.6pp | 35.66%-259.6pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,071 | $3,115-65.6% | $4,525-76.3% | $4,299-75.1% |
| Admin fee / account holder | $4,265 | $4,990-14.5% | $6,162-30.8% | $6,924-38.4% |