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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 | $88,815-98.5% | $81,882-98.4% | $145,897-99.1% |
| Participation rate | 58.8% | 75.1%-16.2pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | -146.37% | 1033.75%-1180.1pp | 779.47%-925.8pp | 552.29%-698.7pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $995 | $4,647-78.6% | $4,323-77.0% | $6,689-85.1% |
| Admin fee / account holder | $335 | $8,434-96.0% | $7,360-95.5% | $13,390-97.5% |