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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 | $2,073 | $58,258-96.4% | $81,820-97.5% | $80,925-97.4% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.4%-16.4pp | 67.7%-11.7pp |
| Annual return | -195.32% | 41.76%-237.1pp | 777.93%-973.2pp | 35.65%-231.0pp |
| Employer contribution / active EE | $534 | $2,345-77.2% | $2,915-81.7% | $2,756-80.6% |
| Participant deferral / active EE | $696 | $3,284-78.8% | $4,323-83.9% | $4,299-83.8% |
| Admin fee / account holder | $332 | $4,976-93.3% | $7,391-95.5% | $6,940-95.2% |