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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 | $5,247 | $211,224-97.5% | $178,505-97.1% | $145,897-96.4% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | -33.37% | 30.28%-63.7pp | 27.16%-60.5pp | 552.29%-585.7pp |
| Employer contribution / active EE | $1,339 | $4,577-70.7% | $3,955-66.1% | $4,663-71.3% |
| Participant deferral / active EE | $1,904 | $6,966-72.7% | $6,280-69.7% | $6,689-71.5% |
| Admin fee / account holder | $1,605 | $12,109-86.7% | $10,428-84.6% | $13,390-88.0% |