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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 | $16,740 | $82,678-79.8% | $125,391-86.7% | $68,490-75.6% |
| Participation rate | 65.7% | 75.1%-9.3pp | 82.4%-16.7pp | 67.9%-2.2pp |
| Annual return | -24.67% | -5.97%-18.7pp | 572.41%-597.1pp | -7.85%-16.8pp |
| Employer contribution / active EE | $2,303 | $3,382-31.9% | $4,816-52.2% | $2,597-11.3% |
| Participant deferral / active EE | $5,138 | $6,111-15.9% | $7,448-31.0% | $4,028+27.6% |
| Admin fee / account holder | $1,984 | $6,277-68.4% | $10,009-80.2% | $5,403-63.3% |