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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 | $520 | $100,203-99.5% | $85,240-99.4% | $145,897-99.6% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | -168.16% | 84.28%-252.4pp | 66.75%-234.9pp | 552.29%-720.5pp |
| Employer contribution / active EE | $461 | $3,242-85.8% | $2,735-83.2% | $4,663-90.1% |
| Participant deferral / active EE | $771 | $5,299-85.4% | $4,527-83.0% | $6,689-88.5% |
| Admin fee / account holder | $789 | $7,265-89.1% | $6,165-87.2% | $13,390-94.1% |