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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,737 | $50,820-94.6% | $155,567-98.2% | $77,671-96.5% |
| Participation rate | 7.2% | 63.1%-55.9pp | 78.2%-70.9pp | 70.6%-63.3pp |
| Annual return | -50.45% | 34.85%-85.3pp | 64.74%-115.2pp | 31.21%-81.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $132 | $2,823-95.3% | $5,628-97.7% | $4,648-97.2% |
| Admin fee / account holder | $1,195 | $436+174.0% | $15,916-92.5% | $430+177.5% |