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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 | $5,333 | $175,231-97.0% | $149,696-96.4% | $139,466-96.2% |
| Participation rate | 42.1% | 83.4%-41.3pp | 78.8%-36.7pp | 80.3%-38.2pp |
| Annual return | 0.24% | 166.77%-166.5pp | 134.46%-134.2pp | 373.66%-373.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,838 | $6,521-56.5% | $5,682-50.1% | $6,712-57.7% |
| Admin fee / account holder | $780 | $16,155-95.2% | $13,212-94.1% | $11,409-93.2% |