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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 | $6,334 | $48,314-86.9% | $67,561-90.6% | $80,925-92.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 72.9%-39.6pp | 67.7%-34.3pp |
| Annual return | -11.07% | 18.28%-29.3pp | 3525.44%-3536.5pp | 35.65%-46.7pp |
| Employer contribution / active EE | $1,069 | $2,022-47.1% | $2,735-60.9% | $2,756-61.2% |
| Participant deferral / active EE | $29 | $2,927-99.0% | $4,003-99.3% | $4,299-99.3% |
| Admin fee / account holder | $963 | $3,690-73.9% | $4,006-76.0% | $6,940-86.1% |