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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 | $3,766 | $75,541-95.0% | $152,093-97.5% | $82,637-95.4% |
| Participation rate | 66.0% | 66.5%-0.6pp | 77.8%-11.8pp | 68.1%-2.1pp |
| Annual return | 4.89% | 32.56%-27.7pp | 66.36%-61.5pp | 53.51%-48.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,275 | $3,206-60.2% | $5,451-76.6% | $4,126-69.1% |
| Admin fee / account holder | $536 | $6,405-91.6% | $14,497-96.3% | $7,339-92.7% |