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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 | $2,674 | $143,969-98.1% | $199,883-98.7% | $82,637-96.8% |
| Participation rate | 64.1% | 84.1%-20.0pp | 86.8%-22.7pp | 68.1%-4.0pp |
| Annual return | -18.29% | 25.67%-44.0pp | 43.81%-62.1pp | 53.51%-71.8pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,298 | $6,937-66.9% | $9,138-74.9% | $4,126-44.3% |
| Admin fee / account holder | $674 | $14,597-95.4% | $17,268-96.1% | $7,339-90.8% |