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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 | $16,632 | $102,422-83.8% | $147,117-88.7% | $80,959-79.5% |
| Participation rate | 24.6% | 75.9%-51.3pp | 82.2%-57.6pp | 67.7%-43.1pp |
| Annual return | -2.07% | 135.16%-137.2pp | 420.54%-422.6pp | 35.67%-37.7pp |
| Employer contribution / active EE | $628 | $3,717-83.1% | $4,932-87.3% | $2,757-77.2% |
| Participant deferral / active EE | $2,786 | $6,652-58.1% | $8,065-65.5% | $4,300-35.2% |
| Admin fee / account holder | $1,474 | $7,953-81.5% | $12,993-88.7% | $6,925-78.7% |