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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 | $8,670 | $160,040-94.6% | $147,096-94.1% | $145,877-94.1% |
| Participation rate | 34.8% | 84.0%-49.2pp | 82.2%-47.4pp | 80.3%-45.5pp |
| Annual return | 9.14% | 98.49%-89.4pp | 419.75%-410.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,649 | $8,429-68.6% | $8,071-67.2% | $6,691-60.4% |
| Admin fee / account holder | $771 | $15,050-94.9% | $13,005-94.1% | $13,402-94.2% |