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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 | $3,164 | $55,889-94.3% | $76,119-95.8% | $80,935-96.1% |
| Participation rate | 61.8% | 62.1%-0.2pp | 69.1%-7.3pp | 67.7%-5.8pp |
| Annual return | 7.92% | 20.58%-12.7pp | 361.25%-353.3pp | 35.66%-27.7pp |
| Employer contribution / active EE | $430 | $1,866-77.0% | $2,693-84.0% | $2,757-84.4% |
| Participant deferral / active EE | $327 | $3,051-89.3% | $4,259-92.3% | $4,299-92.4% |
| Admin fee / account holder | $769 | $5,241-85.3% | $6,421-88.0% | $6,924-88.9% |