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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 | $9,615 | $160,059-94.0% | $140,019-93.1% | $135,379-92.9% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -14.43% | 911.44%-925.9pp | 651.15%-665.6pp | 519.79%-534.2pp |
| Employer contribution / active EE | $1,665 | $6,420-74.1% | $5,605-70.3% | $4,779-65.2% |
| Participant deferral / active EE | $4,294 | $7,641-43.8% | $6,927-38.0% | $5,609-23.4% |
| Admin fee / account holder | $380 | $13,328-97.2% | $10,705-96.5% | $10,828-96.5% |