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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 | $6,285 | $45,109-86.1% | $85,240-92.6% | $77,762-91.9% |
| Participation rate | 22.9% | 48.7%-25.7pp | 67.5%-44.6pp | 70.6%-47.7pp |
| Annual return | 8.81% | 79.55%-70.7pp | 66.75%-57.9pp | 31.27%-22.5pp |
| Employer contribution / active EE | $155 | $1,602-90.3% | $2,735-94.3% | $2,728-94.3% |
| Participant deferral / active EE | $871 | $2,814-69.0% | $4,527-80.8% | $4,651-81.3% |
| Admin fee / account holder | $1,157 | $915+26.5% | $6,165-81.2% | $433+167.3% |