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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 | $16,052 | $65,186-75.4% | - | $65,186-75.4% |
| Participation rate | 0.5% | 70.2%-69.7pp | - | 70.2%-69.7pp |
| Annual return | 12.31% | 29.39%-17.1pp | - | 29.39%-17.1pp |
| Employer contribution / active EE | $0 | $2,177-100.0% | - | $2,177-100.0% |
| Participant deferral / active EE | $35 | $3,514-99.0% | - | $3,514-99.0% |
| Admin fee / account holder | $1,163 | $847+37.3% | - | $847+37.3% |