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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 | $8,711 | $69,774-87.5% | $67,575-87.1% | $74,459-88.3% |
| Participation rate | 10.5% | 71.4%-60.9pp | 72.9%-62.4pp | 67.2%-56.7pp |
| Annual return | 7.92% | -40.53%+48.5pp | 3528.98%-3521.1pp | 1369.70%-1361.8pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $336 | $3,636-90.8% | $4,003-91.6% | $4,350-92.3% |
| Admin fee / account holder | $314 | $890-64.8% | $3,993-92.1% | $1,945-83.9% |