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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 | $9,393 | $111,785-91.6% | $93,669-90.0% | $145,877-93.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 3.24% | 203.79%-200.5pp | 133.59%-130.3pp | 551.28%-548.0pp |
| Employer contribution / active EE | $1,787 | $3,096-42.3% | $2,424-26.3% | $4,663-61.7% |
| Participant deferral / active EE | $1,984 | $4,919-59.7% | $4,416-55.1% | $6,691-70.4% |
| Admin fee / account holder | $1,479 | $10,256-85.6% | $8,291-82.2% | $13,402-89.0% |