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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 | $27,335 | $86,938-68.6% | $102,423-73.3% | $80,925-66.2% |
| Participation rate | 61.7% | 72.4%-10.7pp | 76.5%-14.8pp | 67.7%-6.0pp |
| Annual return | -50.58% | 18.89%-69.5pp | 29.42%-80.0pp | 35.65%-86.2pp |
| Employer contribution / active EE | $2,575 | $2,369+8.7% | $3,023-14.8% | $2,756-6.6% |
| Participant deferral / active EE | $7,523 | $4,120+82.6% | $5,054+48.8% | $4,299+75.0% |
| Admin fee / account holder | $18,392 | $8,053+128.4% | $9,455+94.5% | $6,940+165.0% |