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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 | $8,077 | $91,911-91.2% | $68,612-88.2% | $135,380-94.0% |
| Participation rate | 35.7% | 76.7%-41.0pp | 72.2%-36.5pp | 82.6%-46.9pp |
| Annual return | -18.26% | -8.22%-10.0pp | -4.63%-13.6pp | 519.81%-538.1pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,229 | $4,315-48.3% | $3,311-32.7% | $5,609-60.3% |
| Admin fee / account holder | $1,326 | $9,240-85.6% | $5,131-74.2% | $10,828-87.8% |