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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 | $9,625 | $51,638-81.4% | $129,406-92.6% | $80,959-88.1% |
| Participation rate | 10.0% | 56.9%-46.9pp | 69.6%-59.6pp | 67.7%-57.7pp |
| Annual return | 9.97% | 20.78%-10.8pp | 9468.18%-9458.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $831 | $2,670-68.9% | $4,167-80.1% | $4,300-80.7% |
| Admin fee / account holder | $3,444 | $4,313-20.2% | $7,689-55.2% | $6,925-50.3% |