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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 | $1,527 | $29,733-94.9% | $56,025-97.3% | $80,959-98.1% |
| Participation rate | 51.9% | 41.7%+10.1pp | 52.5%-0.7pp | 67.7%-15.8pp |
| Annual return | -35.28% | 35.28%-70.6pp | 1712.69%-1748.0pp | 35.67%-70.9pp |
| Employer contribution / active EE | $283 | $672-57.9% | $1,042-72.8% | $2,757-89.7% |
| Participant deferral / active EE | $298 | $1,229-75.8% | $1,955-84.8% | $4,300-93.1% |
| Admin fee / account holder | $362 | $2,434-85.1% | $2,828-87.2% | $6,925-94.8% |