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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 | $4,369 | $101,828-95.7% | - | $158,950-97.3% |
| Participation rate | 36.4% | 71.6%-35.2pp | - | 82.0%-45.6pp |
| Annual return | -17.17% | 35.92%-53.1pp | - | 302.91%-320.1pp |
| Employer contribution / active EE | $0 | $3,754-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $1,144 | $4,834-76.3% | - | $5,983-80.9% |
| Admin fee / account holder | $907 | $2,885-68.6% | - | $11,248-91.9% |