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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 | $3,055 | $169,336-98.2% | $129,384-97.6% | $145,884-97.9% |
| Participation rate | 63.6% | 76.5%-12.9pp | 69.6%-6.0pp | 80.3%-16.7pp |
| Annual return | -2.18% | 14408.70%-14410.9pp | 9461.77%-9464.0pp | 551.85%-554.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,292 | $4,985-74.1% | $4,166-69.0% | $6,690-80.7% |
| Admin fee / account holder | $1,102 | $9,912-88.9% | $7,686-85.7% | $13,392-91.8% |