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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 | $1,412 | $61,125-97.7% | $94,057-98.5% | $87,485-98.4% |
| Participation rate | 69.8% | 64.1%+5.7pp | 73.3%-3.5pp | 68.9%+0.9pp |
| Annual return | -5.11% | 35.20%-40.3pp | 480.62%-485.7pp | 26.06%-31.2pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $834 | $3,260-74.4% | $4,709-82.3% | $4,274-80.5% |
| Admin fee / account holder | $836 | $5,629-85.1% | $7,244-88.5% | $7,775-89.2% |