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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 | $6,632 | $156,963-95.8% | $121,204-94.5% | $139,466-95.2% |
| Participation rate | 42.1% | 76.5%-34.4pp | 69.5%-27.4pp | 80.3%-38.2pp |
| Annual return | 7.54% | 1476.75%-1469.2pp | 987.18%-979.6pp | 373.66%-366.1pp |
| Employer contribution / active EE | $639 | $5,544-88.5% | $4,170-84.7% | $4,754-86.6% |
| Participant deferral / active EE | $736 | $4,848-84.8% | $4,083-82.0% | $6,712-89.0% |
| Admin fee / account holder | $378 | $6,953-94.6% | $5,651-93.3% | $11,409-96.7% |