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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 | $4,034 | $50,902-92.1% | $155,534-97.4% | $77,736-94.8% |
| Participation rate | 3.0% | 63.1%-60.1pp | 78.2%-75.2pp | 70.6%-67.6pp |
| Annual return | -22.69% | 34.85%-57.5pp | 64.92%-87.6pp | 31.26%-54.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $78 | $2,824-97.2% | $5,630-98.6% | $4,651-98.3% |
| Admin fee / account holder | $1,847 | $437+322.6% | $15,900-88.4% | $433+326.2% |