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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 | $3,495 | $57,140-93.9% | $85,240-95.9% | $80,959-95.7% |
| Participation rate | 48.0% | 56.4%-8.4pp | 67.5%-19.5pp | 67.7%-19.7pp |
| Annual return | 6.26% | 21.71%-15.5pp | 66.75%-60.5pp | 35.67%-29.4pp |
| Employer contribution / active EE | $1,061 | $1,802-41.1% | $2,735-61.2% | $2,757-61.5% |
| Participant deferral / active EE | $1,530 | $3,115-50.9% | $4,527-66.2% | $4,300-64.4% |
| Admin fee / account holder | $2,370 | $4,992-52.5% | $6,165-61.6% | $6,925-65.8% |