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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 | $5,953 | $110,410-94.6% | $102,437-94.2% | $145,897-95.9% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 3.31% | 24.85%-21.5pp | 24.95%-21.6pp | 552.29%-549.0pp |
| Employer contribution / active EE | $1,346 | $4,217-68.1% | $3,871-65.2% | $4,663-71.1% |
| Participant deferral / active EE | $1,749 | $5,622-68.9% | $5,060-65.4% | $6,689-73.9% |
| Admin fee / account holder | $348 | $9,745-96.4% | $8,388-95.9% | $13,390-97.4% |