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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 | $448 | $45,126-99.0% | $85,187-99.5% | $74,459-99.4% |
| Participation rate | 13.9% | 49.4%-35.5pp | 67.5%-53.7pp | 67.2%-53.4pp |
| Annual return | -10.15% | 26.30%-36.5pp | 66.67%-76.8pp | 1369.70%-1379.9pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $144 | $2,738-94.8% | $4,525-96.8% | $4,350-96.7% |
| Admin fee / account holder | $300 | $2,212-86.4% | $6,162-95.1% | $1,945-84.6% |