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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 | $2,220 | $102,422-97.8% | $147,117-98.5% | $80,959-97.3% |
| Participation rate | 68.4% | 75.9%-7.5pp | 82.2%-13.8pp | 67.7%+0.8pp |
| Annual return | 8.09% | 135.16%-127.1pp | 420.54%-412.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $318 | $6,652-95.2% | $8,065-96.1% | $4,300-92.6% |
| Admin fee / account holder | $350 | $7,953-95.6% | $12,993-97.3% | $6,925-94.9% |