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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 | $806 | $29,319-97.2% | $52,425-98.5% | $82,448-99.0% |
| Participation rate | 52.0% | 46.9%+5.1pp | 55.6%-3.6pp | 68.1%-16.1pp |
| Annual return | 12.17% | 535.20%-523.0pp | 302.12%-290.0pp | 41.64%-29.5pp |
| Employer contribution / active EE | $240 | $586-59.0% | $914-73.7% | $2,551-90.6% |
| Participant deferral / active EE | $290 | $1,171-75.3% | $1,790-83.8% | $4,139-93.0% |
| Admin fee / account holder | $618 | $1,962-68.5% | $2,495-75.2% | $7,234-91.5% |