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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 | $7,933 | $81,276-90.2% | $155,574-94.9% | $80,925-90.2% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | -896.30% | 33.36%-929.7pp | 64.87%-961.2pp | 35.65%-932.0pp |
| Employer contribution / active EE | $865 | $3,103-72.1% | $4,676-81.5% | $2,756-68.6% |
| Participant deferral / active EE | $4,553 | $3,453+31.9% | $5,629-19.1% | $4,299+5.9% |
| Admin fee / account holder | $1,894 | $7,993-76.3% | $15,914-88.1% | $6,940-72.7% |