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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 | $13,678 | $150,447-90.9% | $136,298-90.0% | $147,586-90.7% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 9.02% | 1049.15%-1040.1pp | 5156.27%-5147.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $2,719 | $5,256-48.3% | $4,696-42.1% | $4,876-44.2% |
| Participant deferral / active EE | $6,274 | $6,631-5.4% | $6,247+0.4% | $5,439+15.4% |
| Admin fee / account holder | $8,472 | $10,906-22.3% | $9,244-8.4% | $10,886-22.2% |