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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 | $9,690 | $61,816-84.3% | $97,260-90.0% | $80,935-88.0% |
| Participation rate | 6.9% | 63.5%-56.6pp | 72.7%-65.8pp | 67.7%-60.8pp |
| Annual return | -41.66% | -558.73%+517.1pp | 75.54%-117.2pp | 35.66%-77.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $774 | $3,027-74.4% | $4,262-81.8% | $4,299-82.0% |
| Admin fee / account holder | $1,958 | $5,166-62.1% | $5,640-65.3% | $6,924-71.7% |