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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $9,802 | $55,437-82.3% | $155,534-93.7% | $74,459-86.8% |
| Participation rate | 40.3% | 61.9%-21.6pp | 78.2%-37.9pp | 67.2%-26.9pp |
| Annual return | 9.94% | 269.58%-259.6pp | 64.92%-55.0pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $937 | $2,837-67.0% | $5,630-83.4% | $4,350-78.5% |
| Admin fee / account holder | $1,256 | $1,742-27.9% | $15,900-92.1% | $1,945-35.4% |