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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 | $1,144 | $97,078-98.8% | $103,065-98.9% | $145,897-99.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 80.6%-47.2pp | 80.3%-47.0pp |
| Annual return | -40.49% | 25.49%-66.0pp | 23.95%-64.4pp | 552.29%-592.8pp |
| Employer contribution / active EE | $0 | $4,680-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,353 | $6,601-79.5% | $6,625-79.6% | $6,689-79.8% |
| Admin fee / account holder | $1,444 | $12,505-88.5% | $9,349-84.6% | $13,390-89.2% |