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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 | $3,027 | $55,889-94.6% | $76,119-96.0% | $80,935-96.3% |
| Participation rate | 8.1% | 62.1%-54.0pp | 69.1%-61.0pp | 67.7%-59.6pp |
| Annual return | 9.14% | 20.58%-11.4pp | 361.25%-352.1pp | 35.66%-26.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $164 | $3,051-94.6% | $4,259-96.1% | $4,299-96.2% |
| Admin fee / account holder | $354 | $5,241-93.3% | $6,421-94.5% | $6,924-94.9% |