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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 | $486 | $101,672-99.5% | $147,117-99.7% | $74,478-99.3% |
| Participation rate | 44.7% | 75.5%-30.9pp | 82.2%-37.5pp | 67.2%-22.6pp |
| Annual return | 1.04% | 8757.83%-8756.8pp | 420.54%-419.5pp | 1370.56%-1369.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $271 | $7,305-96.3% | $8,065-96.6% | $4,350-93.8% |
| Admin fee / account holder | $320 | $1,753-81.7% | $12,993-97.5% | $1,946-83.6% |