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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 | $2,509 | $68,097-96.3% | $62,929-96.0% | $137,256-98.2% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | -4.09% | 1859.11%-1863.2pp | 1063.93%-1068.0pp | 220.34%-224.4pp |
| Employer contribution / active EE | $261 | $2,811-90.7% | $2,505-89.6% | $4,156-93.7% |
| Participant deferral / active EE | $1,572 | $4,553-65.5% | $3,888-59.6% | $6,407-75.5% |
| Admin fee / account holder | $876 | $6,521-86.6% | $5,065-82.7% | $12,270-92.9% |