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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 | $7,419 | $183,592-96.0% | $155,574-95.2% | $145,877-94.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 3.74% | 61.37%-57.6pp | 64.87%-61.1pp | 551.28%-547.5pp |
| Employer contribution / active EE | $1,373 | $5,317-74.2% | $4,676-70.6% | $4,663-70.5% |
| Participant deferral / active EE | $2,078 | $6,466-67.9% | $5,629-63.1% | $6,691-68.9% |
| Admin fee / account holder | $481 | $19,316-97.5% | $15,914-97.0% | $13,402-96.4% |