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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 | $10,782 | $183,516-94.1% | $155,534-93.1% | $145,884-92.6% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | -8.91% | 61.43%-70.3pp | 64.92%-73.8pp | 551.85%-560.8pp |
| Employer contribution / active EE | $1,309 | $5,315-75.4% | $4,675-72.0% | $4,662-71.9% |
| Participant deferral / active EE | $2,352 | $6,467-63.6% | $5,630-58.2% | $6,690-64.8% |
| Admin fee / account holder | $2,187 | $19,293-88.7% | $15,900-86.2% | $13,392-83.7% |