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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 | $2,982 | $102,595-97.1% | $94,057-96.8% | $154,746-98.1% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 8.11% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $2,008 | $3,147-36.2% | $2,933-31.6% | $4,379-54.2% |
| Participant deferral / active EE | $7,107 | $5,118+38.9% | $4,709+50.9% | $6,730+5.6% |
| Admin fee / account holder | $17,424 | $7,736+125.2% | $7,244+140.5% | $14,365+21.3% |