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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 | $9,461 | $82,678-88.6% | $125,391-92.5% | $68,490-86.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -25.15% | -5.97%-19.2pp | 572.41%-597.6pp | -7.85%-17.3pp |
| Employer contribution / active EE | $1,977 | $3,382-41.5% | $4,816-58.9% | $2,597-23.9% |
| Participant deferral / active EE | $7,169 | $6,111+17.3% | $7,448-3.8% | $4,028+78.0% |
| Admin fee / account holder | $1,425 | $6,277-77.3% | $10,009-85.8% | $5,403-73.6% |