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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 | $10,813 | $73,955-85.4% | $96,520-88.8% | $75,181-85.6% |
| Participation rate | 0.0% | 66.4%-66.4pp | 74.3%-74.3pp | 67.2%-67.2pp |
| Annual return | -5.40% | 26.72%-32.1pp | 35.72%-41.1pp | 160.69%-166.1pp |
| Employer contribution / active EE | $782 | $2,930-73.3% | $3,739-79.1% | $2,671-70.7% |
| Participant deferral / active EE | $1,450 | $3,659-60.4% | $4,879-70.3% | $4,126-64.9% |
| Admin fee / account holder | $18,433 | $5,217+253.3% | $6,733+173.8% | $5,650+226.3% |