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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 | $7,864 | $55,437-85.8% | $155,534-94.9% | $74,459-89.4% |
| Participation rate | 23.4% | 61.9%-38.5pp | 78.2%-54.8pp | 67.2%-43.8pp |
| Annual return | -4.82% | 269.58%-274.4pp | 64.92%-69.7pp | 1369.70%-1374.5pp |
| Employer contribution / active EE | $341 | $2,266-85.0% | $4,675-92.7% | $2,626-87.0% |
| Participant deferral / active EE | $1,136 | $2,837-59.9% | $5,630-79.8% | $4,350-73.9% |
| Admin fee / account holder | $2,012 | $1,742+15.5% | $15,900-87.3% | $1,945+3.5% |