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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 | $10,755 | $45,022-76.1% | $85,240-87.4% | $200,096-94.6% |
| Participation rate | 1.9% | 45.8%-43.9pp | 67.5%-65.6pp | 72.0%-70.1pp |
| Annual return | 10.02% | 21.00%-11.0pp | 66.75%-56.7pp | 34.26%-24.2pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $2,735-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $13 | $2,682-99.5% | $4,527-99.7% | $5,090-99.7% |
| Admin fee / account holder | $569 | $585-2.7% | $6,165-90.8% | $269+111.3% |