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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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,545 | $53,128-74.5% | $86,582-84.4% | $70,126-80.7% |
| Participation rate | 12.1% | 65.3%-53.2pp | 73.5%-61.4pp | 69.5%-57.4pp |
| Annual return | 6.11% | 27.66%-21.6pp | 965.08%-959.0pp | 73.15%-67.0pp |
| Employer contribution / active EE | $246 | $2,068-88.1% | $2,839-91.3% | $2,343-89.5% |
| Participant deferral / active EE | $412 | $2,695-84.7% | $3,609-88.6% | $3,332-87.6% |
| Admin fee / account holder | $933 | $3,584-74.0% | $4,904-81.0% | $4,645-79.9% |