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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 | $6,100 | $81,358-92.5% | $155,556-96.1% | $80,959-92.5% |
| Participation rate | 47.6% | 66.3%-18.7pp | 78.2%-30.7pp | 67.7%-20.1pp |
| Annual return | 4.21% | 33.39%-29.2pp | 64.84%-60.6pp | 35.67%-31.5pp |
| Employer contribution / active EE | $1,212 | $3,106-61.0% | $4,675-74.1% | $2,757-56.1% |
| Participant deferral / active EE | $765 | $3,455-77.9% | $5,631-86.4% | $4,300-82.2% |
| Admin fee / account holder | $852 | $7,994-89.3% | $15,885-94.6% | $6,925-87.7% |