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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 | $22,435 | $122,219-81.6% | $147,096-84.7% | $199,921-88.8% |
| Participation rate | 1.8% | 78.3%-76.4pp | 82.2%-80.3pp | 72.0%-70.2pp |
| Annual return | 7.31% | 30.59%-23.3pp | 419.75%-412.4pp | 34.28%-27.0pp |
| Employer contribution / active EE | $0 | $4,096-100.0% | $4,936-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $211 | $8,503-97.5% | $8,071-97.4% | $5,089-95.8% |
| Admin fee / account holder | $8,816 | $179+4821.4% | $13,005-32.2% | $269+3175.3% |