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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 | $1,632 | $73,532-97.8% | $178,505-99.1% | $74,478-97.8% |
| Participation rate | 40.0% | 66.6%-26.6pp | 77.1%-37.1pp | 67.2%-27.2pp |
| Annual return | 1.79% | 17.49%-15.7pp | 27.16%-25.4pp | 1370.56%-1368.8pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $673 | $4,519-85.1% | $6,280-89.3% | $4,350-84.5% |
| Admin fee / account holder | $579 | $1,813-68.1% | $10,428-94.4% | $1,946-70.3% |