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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 | $3,576 | $59,456-94.0% | $93,669-96.2% | $74,429-95.2% |
| Participation rate | 7.5% | 59.6%-52.1pp | 68.7%-61.2pp | 67.2%-59.7pp |
| Annual return | -14.56% | 82.00%-96.6pp | 133.59%-148.2pp | 1368.38%-1382.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $192 | $3,052-93.7% | $4,416-95.7% | $4,348-95.6% |
| Admin fee / account holder | $731 | $3,026-75.8% | $8,291-91.2% | $1,944-62.4% |