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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 | $14,001 | $101,798-86.2% | $165,071-91.5% | $80,935-82.7% |
| Participation rate | 48.6% | 71.8%-23.2pp | 78.6%-30.0pp | 67.7%-19.0pp |
| Annual return | 8.59% | 16.73%-8.1pp | 70.17%-61.6pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,286 | $2,954-56.5% | $4,347-70.4% | $2,757-53.4% |
| Participant deferral / active EE | $2,668 | $4,476-40.4% | $6,035-55.8% | $4,299-38.0% |
| Admin fee / account holder | $1,074 | $8,221-86.9% | $12,695-91.5% | $6,924-84.5% |