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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 | $7,691 | $60,504-87.3% | $81,882-90.6% | $74,478-89.7% |
| Participation rate | 5.8% | 62.9%-57.1pp | 72.4%-66.5pp | 67.2%-61.4pp |
| Annual return | -31.99% | 16.91%-48.9pp | 779.47%-811.5pp | 1370.56%-1402.6pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $337 | $3,400-90.1% | $4,323-92.2% | $4,350-92.3% |
| Admin fee / account holder | $1,708 | $1,492+14.5% | $7,360-76.8% | $1,946-12.2% |