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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 | $7,027 | $105,867-93.4% | $90,760-92.3% | $134,532-94.8% |
| Participation rate | 36.4% | 78.3%-41.9pp | 75.7%-39.3pp | 81.2%-44.9pp |
| Annual return | -28.42% | -10.99%-17.4pp | -12.16%-16.3pp | 418.27%-446.7pp |
| Employer contribution / active EE | $812 | $3,464-76.6% | $2,922-72.2% | $4,741-82.9% |
| Participant deferral / active EE | $900 | $5,217-82.7% | $4,565-80.3% | $6,401-85.9% |
| Admin fee / account holder | $561 | $13,936-96.0% | $8,444-93.4% | $11,429-95.1% |