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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 | $1,478 | $180,459-99.2% | $154,108-99.0% | $135,380-98.9% |
| Participation rate | 35.0% | 87.4%-52.4pp | 83.0%-48.0pp | 82.6%-47.6pp |
| Annual return | -17.45% | 888.21%-905.7pp | 735.21%-752.7pp | 519.81%-537.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $594 | $5,806-89.8% | $5,081-88.3% | $5,609-89.4% |
| Admin fee / account holder | $508 | $16,145-96.9% | $13,411-96.2% | $10,828-95.3% |