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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 | $13,147 | $78,015-83.1% | $178,505-92.6% | $80,959-83.8% |
| Participation rate | 27.3% | 65.7%-38.4pp | 77.1%-49.8pp | 67.7%-40.4pp |
| Annual return | -13.27% | 18.10%-31.4pp | 27.16%-40.4pp | 35.67%-48.9pp |
| Employer contribution / active EE | $671 | $2,281-70.6% | $3,955-83.0% | $2,757-75.6% |
| Participant deferral / active EE | $1,692 | $4,406-61.6% | $6,280-73.1% | $4,300-60.7% |
| Admin fee / account holder | $2,186 | $7,160-69.5% | $10,428-79.0% | $6,925-68.4% |