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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 | $8,516 | $45,312-81.2% | $86,233-90.1% | $67,986-87.5% |
| Participation rate | 8.8% | 42.4%-33.6pp | 69.0%-60.2pp | 57.2%-48.4pp |
| Annual return | -28.29% | 24.79%-53.1pp | 61.39%-89.7pp | 31.67%-60.0pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $551 | $2,185-74.8% | $4,559-87.9% | $3,358-83.6% |
| Admin fee / account holder | $1,880 | $3,295-42.9% | $8,342-77.5% | $3,203-41.3% |