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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 | $9,474 | $102,385-90.7% | $147,080-93.6% | $80,935-88.3% |
| Participation rate | 5.9% | 75.9%-70.0pp | 82.2%-76.3pp | 67.7%-61.8pp |
| Annual return | 10.99% | 135.09%-124.1pp | 420.17%-409.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $102 | $6,651-98.5% | $8,066-98.7% | $4,299-97.6% |
| Admin fee / account holder | $1,959 | $7,951-75.4% | $12,989-84.9% | $6,924-71.7% |