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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 | $11,807 | $55,437-78.7% | $155,534-92.4% | $74,459-84.1% |
| Participation rate | 11.5% | 61.9%-50.4pp | 78.2%-66.7pp | 67.2%-55.7pp |
| Annual return | 6.14% | 269.58%-263.4pp | 64.92%-58.8pp | 1369.70%-1363.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $232 | $2,837-91.8% | $5,630-95.9% | $4,350-94.7% |
| Admin fee / account holder | $1,451 | $1,742-16.7% | $15,900-90.9% | $1,945-25.4% |