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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 | $1,310 | $88,754-98.5% | $81,820-98.4% | $145,877-99.1% |
| Participation rate | 58.8% | 75.1%-16.3pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | -146.37% | 1031.77%-1178.1pp | 777.93%-924.3pp | 551.28%-697.7pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $995 | $4,648-78.6% | $4,323-77.0% | $6,691-85.1% |
| Admin fee / account holder | $335 | $8,424-96.0% | $7,391-95.5% | $13,402-97.5% |