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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 | $2,175 | $111,814-98.1% | $93,654-97.7% | $145,959-98.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -10.49% | 203.30%-213.8pp | 133.34%-143.8pp | 561.95%-572.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $713 | $4,914-85.5% | $4,413-83.8% | $6,689-89.3% |
| Admin fee / account holder | $1,015 | $10,246-90.1% | $8,282-87.7% | $13,398-92.4% |