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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 | $13,517 | $202,342-93.3% | $172,752-92.2% | $152,897-91.2% |
| Participation rate | 21.1% | 87.1%-66.0pp | 82.6%-61.6pp | 82.5%-61.4pp |
| Annual return | 9.69% | 1029.83%-1020.1pp | 802.97%-793.3pp | 345.43%-335.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $205 | $5,948-96.5% | $5,198-96.0% | $5,851-96.5% |
| Admin fee / account holder | $427 | $17,111-97.5% | $13,955-96.9% | $11,599-96.3% |