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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 | $6,551 | $77,896-91.6% | $134,172-95.1% | $82,448-92.1% |
| Participation rate | 57.1% | 62.8%-5.6pp | 72.5%-15.3pp | 68.1%-10.9pp |
| Annual return | -28.79% | 18.21%-47.0pp | 25.30%-54.1pp | 41.64%-70.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,364 | $3,162+6.4% | $4,690-28.3% | $4,139-18.7% |
| Admin fee / account holder | $1,452 | $6,336-77.1% | $12,016-87.9% | $7,234-79.9% |