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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 | $51,642-91.6% | $129,384-96.6% | $80,935-94.6% |
| Participation rate | 11.5% | 56.9%-45.5pp | 69.6%-58.2pp | 67.7%-56.2pp |
| Annual return | -7.32% | 20.78%-28.1pp | 9461.77%-9469.1pp | 35.66%-43.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $192 | $2,670-92.8% | $4,166-95.4% | $4,299-95.5% |
| Admin fee / account holder | $622 | $4,312-85.6% | $7,686-91.9% | $6,924-91.0% |