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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 | $2,056 | $51,638-96.0% | $68,368-97.0% | $82,448-97.5% |
| Participation rate | 46.4% | 63.6%-17.2pp | 73.8%-27.4pp | 68.1%-21.7pp |
| Annual return | -7.01% | 37.53%-44.5pp | 292.57%-299.6pp | 41.64%-48.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,023 | $2,914-64.9% | $4,123-75.2% | $4,139-75.3% |
| Admin fee / account holder | $817 | $4,643-82.4% | $5,150-84.1% | $7,234-88.7% |