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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 | $1,808 | $199,109-99.1% | $173,730-99.0% | $154,746-98.8% |
| Participation rate | 54.2% | 82.8%-28.6pp | 79.6%-25.4pp | 80.7%-26.5pp |
| Annual return | -55.01% | 20.02%-75.0pp | 19.96%-75.0pp | 172.34%-227.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $935 | $7,113-86.9% | $6,326-85.2% | $6,730-86.1% |
| Admin fee / account holder | $634 | $20,916-97.0% | $17,523-96.4% | $14,365-95.6% |