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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 | $16,145 | $183,539-91.2% | $155,556-89.6% | $145,897-88.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 6.17% | 61.31%-55.1pp | 64.84%-58.7pp | 552.29%-546.1pp |
| Employer contribution / active EE | $2,310 | $5,315-56.5% | $4,675-50.6% | $4,663-50.5% |
| Participant deferral / active EE | $2,898 | $6,467-55.2% | $5,631-48.5% | $6,689-56.7% |
| Admin fee / account holder | $424 | $19,275-97.8% | $15,885-97.3% | $13,390-96.8% |