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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 | $866 | $87,166-99.0% | $76,735-98.9% | $137,256-99.4% |
| Participation rate | 45.0% | 74.4%-29.4pp | 69.5%-24.5pp | 80.0%-35.0pp |
| Annual return | -4.29% | 26.50%-30.8pp | 29.77%-34.1pp | 220.34%-224.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $471 | $4,726-90.0% | $4,088-88.5% | $6,407-92.6% |
| Admin fee / account holder | $325 | $8,403-96.1% | $7,189-95.5% | $12,270-97.4% |