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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 | $4,110 | $50,812-91.9% | $155,602-97.4% | $77,692-94.7% |
| Participation rate | 14.3% | 63.1%-48.8pp | 78.2%-63.9pp | 70.6%-56.3pp |
| Annual return | 11.12% | 34.85%-23.7pp | 64.81%-53.7pp | 31.25%-20.1pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,680 | $2,822-40.5% | $5,629-70.1% | $4,648-63.9% |
| Admin fee / account holder | $799 | $436+83.3% | $15,923-95.0% | $431+85.7% |