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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 | $51,638-97.3% | $68,368-97.9% | $82,448-98.3% |
| Participation rate | 69.8% | 63.6%+6.2pp | 73.8%-3.9pp | 68.1%+1.7pp |
| Annual return | -5.11% | 37.53%-42.6pp | 292.57%-297.7pp | 41.64%-46.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $834 | $2,914-71.4% | $4,123-79.8% | $4,139-79.8% |
| Admin fee / account holder | $836 | $4,643-82.0% | $5,150-83.8% | $7,234-88.4% |