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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 | $6,210 | $57,119-89.1% | $85,187-92.7% | $80,935-92.3% |
| Participation rate | 60.7% | 56.4%+4.3pp | 67.5%-6.8pp | 67.7%-6.9pp |
| Annual return | 9.67% | 21.70%-12.0pp | 66.67%-57.0pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,412 | $3,115-54.7% | $4,525-68.8% | $4,299-67.2% |
| Admin fee / account holder | $2,306 | $4,990-53.8% | $6,162-62.6% | $6,924-66.7% |