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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 | $10,007 | $62,166-83.9% | $81,353-87.7% | $74,459-86.6% |
| Participation rate | 5.6% | 64.1%-58.5pp | 69.5%-64.0pp | 67.2%-61.7pp |
| Annual return | -9.25% | 16.50%-25.8pp | 24.82%-34.1pp | 1369.70%-1379.0pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $434 | $3,223-86.5% | $3,885-88.8% | $4,350-90.0% |
| Admin fee / account holder | $2,478 | $1,925+28.8% | $5,766-57.0% | $1,945+27.4% |