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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 | $6,441 | $111,785-94.2% | $93,669-93.1% | $145,877-95.6% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 6.20% | 203.79%-197.6pp | 133.59%-127.4pp | 551.28%-545.1pp |
| Employer contribution / active EE | $868 | $3,096-72.0% | $2,424-64.2% | $4,663-81.4% |
| Participant deferral / active EE | $847 | $4,919-82.8% | $4,416-80.8% | $6,691-87.3% |
| Admin fee / account holder | $844 | $10,256-91.8% | $8,291-89.8% | $13,402-93.7% |