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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 | $6,040 | $183,539-96.7% | $155,556-96.1% | $145,897-95.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | -12.32% | 61.31%-73.6pp | 64.84%-77.2pp | 552.29%-564.6pp |
| Employer contribution / active EE | $2,049 | $5,315-61.4% | $4,675-56.2% | $4,663-56.1% |
| Participant deferral / active EE | $2,835 | $6,467-56.2% | $5,631-49.6% | $6,689-57.6% |
| Admin fee / account holder | $805 | $19,275-95.8% | $15,885-94.9% | $13,390-94.0% |