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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 | $10,696 | $73,459-85.4% | $178,528-94.0% | $74,429-85.6% |
| Participation rate | 1.8% | 66.5%-64.7pp | 77.1%-75.3pp | 67.2%-65.4pp |
| Annual return | -19.64% | 17.50%-37.1pp | 27.11%-46.8pp | 1368.38%-1388.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $149 | $4,515-96.7% | $6,278-97.6% | $4,348-96.6% |
| Admin fee / account holder | $1,231 | $1,812-32.1% | $10,419-88.2% | $1,944-36.7% |