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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 | $1,618 | $209,336-99.2% | $197,124-99.2% | $137,256-98.8% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | -31.04% | 48.09%-79.1pp | 44.34%-75.4pp | 220.34%-251.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,149 | $9,614-88.0% | $9,135-87.4% | $6,407-82.1% |
| Admin fee / account holder | $610 | $17,308-96.5% | $16,298-96.3% | $12,270-95.0% |