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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 | $4,348 | $51,606-91.6% | $129,339-96.6% | $80,911-94.6% |
| Participation rate | 11.5% | 57.0%-45.5pp | 69.6%-58.2pp | 67.6%-56.2pp |
| Annual return | -7.32% | 20.76%-28.1pp | 9437.05%-9444.4pp | 35.63%-42.9pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $192 | $2,669-92.8% | $4,170-95.4% | $4,297-95.5% |
| Admin fee / account holder | $622 | $4,310-85.6% | $7,668-91.9% | $6,935-91.0% |