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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 | $13,200 | $154,228-91.4% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | -8.97% | 74.59%-83.6pp | 66.58%-75.5pp | 220.34%-229.3pp |
| Employer contribution / active EE | $3,086 | $4,804-35.8% | $4,554-32.2% | $4,156-25.7% |
| Participant deferral / active EE | $4,088 | $8,216-50.2% | $7,897-48.2% | $6,407-36.2% |
| Admin fee / account holder | $2,526 | $14,344-82.4% | $13,129-80.8% | $12,270-79.4% |