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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 | $5,199 | $138,385-96.2% | $184,200-97.2% | $80,874-93.6% |
| Participation rate | 45.5% | 83.9%-38.4pp | 86.8%-41.4pp | 67.6%-22.2pp |
| Annual return | 5.29% | 20.02%-14.7pp | 28.80%-23.5pp | 35.62%-30.3pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,429 | $7,073-79.8% | $9,132-84.4% | $4,297-66.7% |
| Admin fee / account holder | $454 | $10,483-95.7% | $13,907-96.7% | $6,935-93.5% |