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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 | $10,529 | $81,457-87.1% | $103,378-89.8% | $80,911-87.0% |
| Participation rate | 27.5% | 66.8%-39.3pp | 74.5%-47.0pp | 67.6%-40.1pp |
| Annual return | 9.47% | 25.58%-16.1pp | 24.91%-15.4pp | 35.63%-26.2pp |
| Employer contribution / active EE | $775 | $3,107-75.1% | $3,870-80.0% | $2,756-71.9% |
| Participant deferral / active EE | $1,740 | $3,871-55.0% | $5,058-65.6% | $4,297-59.5% |
| Admin fee / account holder | $925 | $6,717-86.2% | $8,401-89.0% | $6,935-86.7% |