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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 | $9,411 | $183,592-94.9% | $155,574-94.0% | $145,877-93.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | -42.23% | 61.37%-103.6pp | 64.87%-107.1pp | 551.28%-593.5pp |
| Employer contribution / active EE | $947 | $5,317-82.2% | $4,676-79.7% | $4,663-79.7% |
| Participant deferral / active EE | $2,489 | $6,466-61.5% | $5,629-55.8% | $6,691-62.8% |
| Admin fee / account holder | $3,827 | $19,316-80.2% | $15,914-76.0% | $13,402-71.4% |