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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 | $8,922 | $61,755-85.6% | $97,161-90.8% | $80,911-89.0% |
| Participation rate | 21.2% | 63.5%-42.3pp | 72.7%-51.5pp | 67.6%-46.4pp |
| Annual return | 8.09% | -557.90%+566.0pp | 75.36%-67.3pp | 35.63%-27.5pp |
| Employer contribution / active EE | $379 | $1,835-79.3% | $2,723-86.1% | $2,756-86.2% |
| Participant deferral / active EE | $452 | $3,026-85.1% | $4,265-89.4% | $4,297-89.5% |
| Admin fee / account holder | $2,112 | $5,166-59.1% | $5,647-62.6% | $6,935-69.6% |