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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 | $11,092 | $97,761-88.7% | $83,850-86.8% | $135,382-91.8% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | -9.93% | 1287.44%-1297.4pp | 850.92%-860.9pp | 519.77%-529.7pp |
| Employer contribution / active EE | $814 | $4,222-80.7% | $3,631-77.6% | $4,779-83.0% |
| Participant deferral / active EE | $1,178 | $4,682-74.8% | $4,082-71.1% | $5,609-79.0% |
| Admin fee / account holder | $1,046 | $6,674-84.3% | $5,478-80.9% | $10,829-90.3% |