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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 | $9,366 | $57,305-83.7% | $86,640-89.2% | $75,173-87.5% |
| Participation rate | 63.0% | 63.2%-0.2pp | 71.7%-8.7pp | 67.2%-4.2pp |
| Annual return | 13.30% | 2674.24%-2660.9pp | 592.52%-579.2pp | 160.72%-147.4pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,222 | $3,320-63.2% | $4,438-72.5% | $4,126-70.4% |
| Admin fee / account holder | $1,870 | $4,116-54.6% | $5,616-66.7% | $5,651-66.9% |