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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 | $13,684 | $85,766-84.0% | $136,298-90.0% | $70,126-80.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 6.38% | 31.46%-25.1pp | 5156.27%-5149.9pp | 73.15%-66.8pp |
| Employer contribution / active EE | $2,628 | $2,966-11.4% | $4,696-44.0% | $2,343+12.2% |
| Participant deferral / active EE | $4,144 | $5,051-18.0% | $6,247-33.7% | $3,332+24.4% |
| Admin fee / account holder | $341 | $5,421-93.7% | $9,244-96.3% | $4,645-92.7% |