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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 | $7,213 | $81,331-91.1% | $155,534-95.4% | $80,935-91.1% |
| Participation rate | 58.9% | 66.3%-7.4pp | 78.2%-19.3pp | 67.7%-8.8pp |
| Annual return | 9.94% | 33.37%-23.4pp | 64.92%-55.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $202 | $3,105-93.5% | $4,675-95.7% | $2,757-92.7% |
| Participant deferral / active EE | $1,475 | $3,454-57.3% | $5,630-73.8% | $4,299-65.7% |
| Admin fee / account holder | $840 | $7,999-89.5% | $15,900-94.7% | $6,924-87.9% |