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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 | $18,202 | $96,236-81.1% | $133,698-86.4% | $80,959-77.5% |
| Participation rate | 52.0% | 71.2%-19.2pp | 76.4%-24.4pp | 67.7%-15.7pp |
| Annual return | 5.56% | 28.74%-23.2pp | 580.90%-575.3pp | 35.67%-30.1pp |
| Employer contribution / active EE | $827 | $3,350-75.3% | $4,218-80.4% | $2,757-70.0% |
| Participant deferral / active EE | $2,220 | $5,709-61.1% | $7,016-68.4% | $4,300-48.4% |
| Admin fee / account holder | $1,217 | $8,250-85.3% | $6,703-81.8% | $6,925-82.4% |