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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 | $5,038 | $92,219-94.5% | $76,767-93.4% | $135,380-96.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -41.27% | 5.46%-46.7pp | 2.43%-43.7pp | 519.81%-561.1pp |
| Employer contribution / active EE | $1,447 | $3,216-55.0% | $2,485-41.8% | $4,779-69.7% |
| Participant deferral / active EE | $2,942 | $4,508-34.8% | $3,852-23.6% | $5,609-47.6% |
| Admin fee / account holder | $617 | $10,749-94.3% | $6,675-90.8% | $10,828-94.3% |