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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 | $7,137 | $60,504-88.2% | $81,882-91.3% | $74,478-90.4% |
| Participation rate | 5.0% | 62.9%-57.9pp | 72.4%-67.4pp | 67.2%-62.2pp |
| Annual return | 11.44% | 16.91%-5.5pp | 779.47%-768.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $117 | $3,400-96.6% | $4,323-97.3% | $4,350-97.3% |
| Admin fee / account holder | $799 | $1,492-46.4% | $7,360-89.1% | $1,946-58.9% |