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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 | $15,695 | $59,402-73.6% | $93,654-83.2% | $74,546-78.9% |
| Participation rate | 4.4% | 59.7%-55.3pp | 68.7%-64.3pp | 67.2%-62.8pp |
| Annual return | 8.56% | 81.86%-73.3pp | 133.34%-124.8pp | 1366.03%-1357.5pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $332 | $3,049-89.1% | $4,413-92.5% | $4,347-92.4% |
| Admin fee / account holder | $659 | $3,023-78.2% | $8,282-92.0% | $1,944-66.1% |