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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 | $7,001 | $57,119-87.7% | $85,187-91.8% | $80,935-91.3% |
| Participation rate | 7.4% | 56.4%-49.0pp | 67.5%-60.1pp | 67.7%-60.3pp |
| Annual return | -10.67% | 21.70%-32.4pp | 66.67%-77.3pp | 35.66%-46.3pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $414 | $3,115-86.7% | $4,525-90.9% | $4,299-90.4% |
| Admin fee / account holder | $2,494 | $4,990-50.0% | $6,162-59.5% | $6,924-64.0% |