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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 | $8,530 | $90,606-90.6% | $79,466-89.3% | $135,379-93.7% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -25.93% | 977.69%-1003.6pp | 718.28%-744.2pp | 519.79%-545.7pp |
| Employer contribution / active EE | $827 | $3,068-73.0% | $2,800-70.5% | $4,779-82.7% |
| Participant deferral / active EE | $1,084 | $4,050-73.2% | $3,704-70.7% | $5,609-80.7% |
| Admin fee / account holder | $1,084 | $5,895-81.6% | $5,104-78.8% | $10,828-90.0% |