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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 | $4,724 | $111,878-95.8% | $93,727-95.0% | $145,897-96.8% |
| Participation rate | 18.2% | 74.2%-56.0pp | 68.7%-50.5pp | 80.3%-62.1pp |
| Annual return | 5.64% | 204.28%-198.6pp | 133.83%-128.2pp | 552.29%-546.7pp |
| Employer contribution / active EE | $907 | $3,092-70.7% | $2,421-62.6% | $4,663-80.6% |
| Participant deferral / active EE | $1,696 | $4,920-65.5% | $4,417-61.6% | $6,689-74.6% |
| Admin fee / account holder | $1,838 | $10,256-82.1% | $8,292-77.8% | $13,390-86.3% |