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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 | $122,131-86.9% | $444,982-96.4% | $122,131-86.9% |
| Participation rate | 0.0% | 75.1%-75.1pp | 86.2%-86.2pp | 75.1%-75.1pp |
| Annual return | 6.22% | 16.17%-9.9pp | 450.47%-444.2pp | 16.17%-9.9pp |
| Employer contribution / active EE | $0 | $3,608-100.0% | $9,202-100.0% | $3,608-100.0% |
| Participant deferral / active EE | $3,887 | $3,892-0.1% | $7,712-49.6% | $3,892-0.1% |
| Admin fee / account holder | $355 | $11,586-96.9% | $17,686-98.0% | $11,586-96.9% |