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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 | $4,190 | $149,040-97.2% | $120,225-96.5% | $137,256-96.9% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | -3.28% | 605.68%-609.0pp | 439.23%-442.5pp | 220.34%-223.6pp |
| Employer contribution / active EE | $321 | $4,350-92.6% | $3,475-90.8% | $4,156-92.3% |
| Participant deferral / active EE | $380 | $4,655-91.8% | $3,999-90.5% | $6,407-94.1% |
| Admin fee / account holder | $822 | $6,348-87.1% | $5,696-85.6% | $12,270-93.3% |