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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 | $9,950 | $55,423-82.0% | $155,602-93.6% | $74,400-86.6% |
| Participation rate | 16.7% | 61.9%-45.2pp | 78.2%-61.5pp | 67.2%-50.5pp |
| Annual return | 9.04% | 269.07%-260.0pp | 64.81%-55.8pp | 1367.51%-1358.5pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $594 | $2,835-79.0% | $5,629-89.4% | $4,348-86.3% |
| Admin fee / account holder | $816 | $1,744-53.3% | $15,923-94.9% | $1,944-58.0% |