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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 | $2,943 | $111,830-97.4% | $93,696-96.9% | $145,884-98.0% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | -76.63% | 204.08%-280.7pp | 133.74%-210.4pp | 551.85%-628.5pp |
| Employer contribution / active EE | $576 | $3,093-81.4% | $2,422-76.2% | $4,662-87.7% |
| Participant deferral / active EE | $717 | $4,920-85.4% | $4,417-83.8% | $6,690-89.3% |
| Admin fee / account holder | $2,083 | $10,249-79.7% | $8,287-74.9% | $13,392-84.4% |