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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 | $8,639 | $81,331-89.4% | $155,534-94.4% | $80,935-89.3% |
| Participation rate | 55.9% | 66.3%-10.4pp | 78.2%-22.3pp | 67.7%-11.8pp |
| Annual return | -12.10% | 33.37%-45.5pp | 64.92%-77.0pp | 35.66%-47.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,916 | $3,454-15.6% | $5,630-48.2% | $4,299-32.2% |
| Admin fee / account holder | $1,214 | $7,999-84.8% | $15,900-92.4% | $6,924-82.5% |