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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 | $16,091 | $183,516-91.2% | $155,534-89.7% | $145,884-89.0% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | -38.24% | 61.43%-99.7pp | 64.92%-103.2pp | 551.85%-590.1pp |
| Employer contribution / active EE | $1,546 | $5,315-70.9% | $4,675-66.9% | $4,662-66.8% |
| Participant deferral / active EE | $3,291 | $6,467-49.1% | $5,630-41.6% | $6,690-50.8% |
| Admin fee / account holder | $440 | $19,293-97.7% | $15,900-97.2% | $13,392-96.7% |