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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 | $2,442 | $160,070-98.5% | $147,117-98.3% | $145,897-98.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.16% | 98.69%-94.5pp | 420.54%-416.4pp | 552.29%-548.1pp |
| Employer contribution / active EE | $1,852 | $5,285-64.9% | $4,932-62.4% | $4,663-60.3% |
| Participant deferral / active EE | $5,708 | $8,419-32.2% | $8,065-29.2% | $6,689-14.7% |
| Admin fee / account holder | $915 | $15,035-93.9% | $12,993-93.0% | $13,390-93.2% |