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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 | $2,594 | $110,379-97.7% | $102,412-97.5% | $145,884-98.2% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | -87.16% | 24.84%-112.0pp | 24.94%-112.1pp | 551.85%-639.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,387 | $5,622-75.3% | $5,060-72.6% | $6,690-79.3% |
| Admin fee / account holder | $1,581 | $9,745-83.8% | $8,388-81.1% | $13,392-88.2% |