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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 | $28,624-97.2% | $53,647-98.5% | $82,637-99.0% |
| Participation rate | 52.0% | 47.3%+4.7pp | 56.3%-4.3pp | 68.1%-16.1pp |
| Annual return | 12.17% | 664.98%-652.8pp | 358.33%-346.2pp | 53.51%-41.3pp |
| Employer contribution / active EE | $240 | $637-62.3% | $962-75.0% | $2,552-90.6% |
| Participant deferral / active EE | $290 | $1,196-75.8% | $1,813-84.0% | $4,126-93.0% |
| Admin fee / account holder | $618 | $2,022-69.5% | $2,460-74.9% | $7,339-91.6% |