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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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,125 | $211,224-98.0% | $178,505-97.7% | $145,897-97.2% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | -8.00% | 30.28%-38.3pp | 27.16%-35.2pp | 552.29%-560.3pp |
| Employer contribution / active EE | $1,000 | $4,577-78.1% | $3,955-74.7% | $4,663-78.6% |
| Participant deferral / active EE | $438 | $6,966-93.7% | $6,280-93.0% | $6,689-93.5% |
| Admin fee / account holder | $463 | $12,109-96.2% | $10,428-95.6% | $13,390-96.5% |