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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 | $4,521 | $45,043-90.0% | $85,063-94.7% | $74,400-93.9% |
| Participation rate | 6.3% | 49.4%-43.0pp | 67.5%-61.2pp | 67.2%-60.9pp |
| Annual return | 4.11% | 26.26%-22.2pp | 66.54%-62.4pp | 1367.51%-1363.4pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,727-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $115 | $2,733-95.8% | $4,523-97.5% | $4,348-97.4% |
| Admin fee / account holder | $323 | $2,210-85.4% | $6,155-94.8% | $1,944-83.4% |