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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 | $2,263 | $100,139-97.7% | $85,187-97.3% | $145,884-98.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | -0.67% | 84.15%-84.8pp | 66.67%-67.3pp | 551.85%-552.5pp |
| Employer contribution / active EE | $646 | $3,238-80.0% | $2,732-76.3% | $4,662-86.1% |
| Participant deferral / active EE | $713 | $5,296-86.5% | $4,525-84.2% | $6,690-89.3% |
| Admin fee / account holder | $1,228 | $7,262-83.1% | $6,162-80.1% | $13,392-90.8% |