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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 | $2,911 | $101,618-97.1% | $93,063-96.9% | $137,256-97.9% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | -34.64% | 223.95%-258.6pp | 34.15%-68.8pp | 220.34%-255.0pp |
| Employer contribution / active EE | $497 | $2,707-81.6% | $2,476-79.9% | $4,156-88.0% |
| Participant deferral / active EE | $855 | $4,279-80.0% | $3,958-78.4% | $6,407-86.7% |
| Admin fee / account holder | $1,166 | $6,198-81.2% | $6,033-80.7% | $12,270-90.5% |