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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 | $10,755 | $129,737-91.7% | $119,126-91.0% | $154,746-93.1% |
| Participation rate | 64.7% | 78.9%-14.1pp | 75.8%-11.1pp | 80.7%-16.0pp |
| Annual return | 8.28% | 379.08%-370.8pp | 282.11%-273.8pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,192 | $5,842-62.5% | $5,318-58.8% | $6,730-67.4% |
| Admin fee / account holder | $960 | $11,961-92.0% | $10,693-91.0% | $14,365-93.3% |