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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 | $714 | $55,902-98.7% | $76,030-99.1% | $80,959-99.1% |
| Participation rate | 43.8% | 62.1%-18.3pp | 69.1%-25.3pp | 67.7%-23.9pp |
| Annual return | -107.09% | 20.59%-127.7pp | 361.54%-468.6pp | 35.67%-142.8pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $353 | $3,051-88.4% | $4,257-91.7% | $4,300-91.8% |
| Admin fee / account holder | $307 | $5,239-94.1% | $6,421-95.2% | $6,925-95.6% |