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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 | $3,402 | $101,618-96.7% | $93,063-96.3% | $137,256-97.5% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 2.22% | 223.95%-221.7pp | 34.15%-31.9pp | 220.34%-218.1pp |
| Employer contribution / active EE | $551 | $2,707-79.6% | $2,476-77.7% | $4,156-86.7% |
| Participant deferral / active EE | $561 | $4,279-86.9% | $3,958-85.8% | $6,407-91.2% |
| Admin fee / account holder | $1,277 | $6,198-79.4% | $6,033-78.8% | $12,270-89.6% |