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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 | $14,346 | $184,014-92.2% | $161,149-91.1% | $138,895-89.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.8%-21.7pp | 79.9%-22.8pp |
| Annual return | -1.72% | 21.52%-23.2pp | 21.16%-22.9pp | 145.39%-147.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,722 | $6,909-17.2% | $6,153-7.0% | $6,396-10.5% |
| Admin fee / account holder | $6,190 | $18,027-65.7% | $15,194-59.3% | $12,562-50.7% |