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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 | $9,597 | $75,828-87.3% | $67,653-85.8% | - |
| Participation rate | 68.7% | 68.4%+0.3pp | 75.7%-7.0pp | - |
| Annual return | -4.20% | -0.25%-4.0pp | 6625.22%-6629.4pp | - |
| Employer contribution / active EE | $0 | $1,407-100.0% | $2,266-100.0% | - |
| Participant deferral / active EE | $3,281 | $2,505+31.0% | $3,560-7.8% | - |
| Admin fee / account holder | $462 | $8,125-94.3% | $4,821-90.4% | - |