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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 | $6,322 | $100,203-93.7% | $85,240-92.6% | $145,897-95.7% |
| Participation rate | 11.8% | 74.1%-62.3pp | 67.5%-55.8pp | 80.3%-68.5pp |
| Annual return | -115.53% | 84.28%-199.8pp | 66.75%-182.3pp | 552.29%-667.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $789 | $5,299-85.1% | $4,527-82.6% | $6,689-88.2% |
| Admin fee / account holder | $3,943 | $7,265-45.7% | $6,165-36.0% | $13,390-70.6% |