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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 | $57,061-89.1% | $85,063-92.7% | $80,911-92.3% |
| Participation rate | 60.7% | 56.3%+4.4pp | 67.5%-6.8pp | 67.6%-6.9pp |
| Annual return | 9.67% | 21.66%-12.0pp | 66.54%-56.9pp | 35.63%-26.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,412 | $3,110-54.6% | $4,523-68.8% | $4,297-67.1% |
| Admin fee / account holder | $2,306 | $4,986-53.7% | $6,155-62.5% | $6,935-66.7% |