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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 | $5,960 | $150,447-96.0% | $136,298-95.6% | $147,586-96.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 5.00% | 1049.15%-1044.2pp | 5156.27%-5151.3pp | 578.59%-573.6pp |
| Employer contribution / active EE | $1,080 | $5,256-79.5% | $4,696-77.0% | $4,876-77.9% |
| Participant deferral / active EE | $611 | $6,631-90.8% | $6,247-90.2% | $5,439-88.8% |
| Admin fee / account holder | $23,115 | $10,906+111.9% | $9,244+150.1% | $10,886+112.3% |