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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 | $27,511 | $168,635-83.7% | $147,617-81.4% | $125,389-78.1% |
| Participation rate | 46.7% | 88.8%-42.1pp | 84.6%-38.0pp | 83.2%-36.5pp |
| Annual return | -5.02% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,267 | $5,507+13.8% | $4,895+28.0% | $5,352+17.1% |
| Admin fee / account holder | $9,766 | $13,580-28.1% | $11,612-15.9% | $9,541+2.4% |