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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 | $1,073 | $51,638-97.9% | $68,368-98.4% | $82,448-98.7% |
| Participation rate | 59.5% | 63.6%-4.2pp | 73.8%-14.3pp | 68.1%-8.6pp |
| Annual return | 11.58% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $412 | $2,047-79.9% | $2,649-84.4% | $2,551-83.8% |
| Participant deferral / active EE | $416 | $2,914-85.7% | $4,123-89.9% | $4,139-90.0% |
| Admin fee / account holder | $740 | $4,643-84.1% | $5,150-85.6% | $7,234-89.8% |