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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 | $2,243 | $172,111-98.7% | $150,298-98.5% | $137,256-98.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 9.90% | 69.37%-59.5pp | 62.79%-52.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $918 | $4,636-80.2% | $4,154-77.9% | $4,156-77.9% |
| Participant deferral / active EE | $1,487 | $6,166-75.9% | $5,453-72.7% | $6,407-76.8% |
| Admin fee / account holder | $1,807 | $16,471-89.0% | $14,116-87.2% | $12,270-85.3% |