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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 | $2,565 | $88,815-97.1% | $81,882-96.9% | $145,897-98.2% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | -63.56% | 1033.75%-1097.3pp | 779.47%-843.0pp | 552.29%-615.9pp |
| Employer contribution / active EE | $680 | $3,086-78.0% | $2,916-76.7% | $4,663-85.4% |
| Participant deferral / active EE | $687 | $4,647-85.2% | $4,323-84.1% | $6,689-89.7% |
| Admin fee / account holder | $439 | $8,434-94.8% | $7,360-94.0% | $13,390-96.7% |