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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 | $10,525 | $81,487-87.1% | $102,412-89.7% | $80,935-87.0% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.7%+1.6pp |
| Annual return | -8.11% | 25.60%-33.7pp | 24.94%-33.0pp | 35.66%-43.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,339 | $3,871+63.8% | $5,060+25.3% | $4,299+47.4% |
| Admin fee / account holder | $1,591 | $6,717-76.3% | $8,388-81.0% | $6,924-77.0% |