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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 | $6,635 | $183,516-96.4% | $155,534-95.7% | $145,884-95.5% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 2.65% | 61.43%-58.8pp | 64.92%-62.3pp | 551.85%-549.2pp |
| Employer contribution / active EE | $1,542 | $5,315-71.0% | $4,675-67.0% | $4,662-66.9% |
| Participant deferral / active EE | $2,404 | $6,467-62.8% | $5,630-57.3% | $6,690-64.1% |
| Admin fee / account holder | $786 | $19,293-95.9% | $15,900-95.1% | $13,392-94.1% |