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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $15,948 | $63,140-74.7% | $304,612-94.8% | $116,462-86.3% |
| Participation rate | 0.0% | 70.4%-70.4pp | 81.9%-81.9pp | 74.7%-74.7pp |
| Annual return | 6.22% | 15.04%-8.8pp | 329.91%-323.7pp | 15.65%-9.4pp |
| Employer contribution / active EE | $0 | $2,385-100.0% | $7,476-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $3,887 | $2,741+41.8% | $5,388-27.9% | $3,836+1.3% |
| Admin fee / account holder | $355 | $7,583-95.3% | $12,962-97.3% | $12,754-97.2% |