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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 | $9,393 | $87,106-89.2% | $105,607-91.1% | $80,935-88.4% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.7%-34.3pp |
| Annual return | 8.36% | 17.01%-8.6pp | 116.11%-107.7pp | 35.66%-27.3pp |
| Employer contribution / active EE | $921 | $2,396-61.6% | $3,167-70.9% | $2,757-66.6% |
| Participant deferral / active EE | $1,132 | $3,986-71.6% | $5,011-77.4% | $4,299-73.7% |
| Admin fee / account holder | $849 | $8,447-90.0% | $10,958-92.3% | $6,924-87.7% |