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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 | $6,041 | $92,219-93.4% | $76,768-92.1% | $135,379-95.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -19.85% | 5.46%-25.3pp | 2.43%-22.3pp | 519.79%-539.6pp |
| Employer contribution / active EE | $911 | $3,216-71.7% | $2,485-63.3% | $4,779-80.9% |
| Participant deferral / active EE | $1,485 | $4,508-67.1% | $3,852-61.5% | $5,609-73.5% |
| Admin fee / account holder | $359 | $10,749-96.7% | $6,675-94.6% | $10,828-96.7% |