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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 | $178,174-99.0% | $156,181-98.8% | $137,256-98.7% |
| Participation rate | 54.2% | 82.0%-27.9pp | 78.8%-24.7pp | 80.0%-25.8pp |
| Annual return | -55.01% | 84.19%-139.2pp | 64.87%-119.9pp | 220.34%-275.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $935 | $6,888-86.4% | $6,132-84.7% | $6,407-85.4% |
| Admin fee / account holder | $634 | $17,404-96.4% | $14,586-95.7% | $12,270-94.8% |