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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 | $7,111 | $103,038-93.1% | $90,324-92.1% | $152,909-95.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 4.39% | 95.25%-90.9pp | 78.15%-73.8pp | 345.46%-341.1pp |
| Employer contribution / active EE | $443 | $3,141-85.9% | $2,856-84.5% | $4,764-90.7% |
| Participant deferral / active EE | $745 | $4,282-82.6% | $3,885-80.8% | $5,851-87.3% |
| Admin fee / account holder | $407 | $6,177-93.4% | $5,356-92.4% | $11,601-96.5% |