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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 | $10,773 | $91,179-88.2% | $178,499-94.0% | $79,852-86.5% |
| Participation rate | 67.1% | 69.2%-2.1pp | 81.9%-14.8pp | 69.6%-2.5pp |
| Annual return | 8.74% | 24.19%-15.5pp | 151.10%-142.4pp | 31.72%-23.0pp |
| Employer contribution / active EE | $567 | $3,256-82.6% | $5,011-88.7% | $2,471-77.1% |
| Participant deferral / active EE | $1,385 | $3,236-57.2% | $5,202-73.4% | $3,740-63.0% |
| Admin fee / account holder | $1,360 | $6,749-79.8% | $13,986-90.3% | $5,306-74.4% |