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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 | $14,658 | $178,174-91.8% | $156,181-90.6% | $137,256-89.3% |
| Participation rate | 17.6% | 82.0%-64.4pp | 78.8%-61.2pp | 80.0%-62.3pp |
| Annual return | -3.37% | 84.19%-87.6pp | 64.87%-68.2pp | 220.34%-223.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,514 | $6,888-78.0% | $6,132-75.3% | $6,407-76.4% |
| Admin fee / account holder | $3,874 | $17,404-77.7% | $14,586-73.4% | $12,270-68.4% |