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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 | $4,833 | $55,889-91.4% | $76,119-93.7% | $80,935-94.0% |
| Participation rate | 66.7% | 62.1%+4.6pp | 69.1%-2.4pp | 67.7%-1.0pp |
| Annual return | -1.65% | 20.58%-22.2pp | 361.25%-362.9pp | 35.66%-37.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,241 | $3,051-26.5% | $4,259-47.4% | $4,299-47.9% |
| Admin fee / account holder | $911 | $5,241-82.6% | $6,421-85.8% | $6,924-86.8% |