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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 | $13,456 | $183,516-92.7% | $155,534-91.3% | $145,884-90.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | -13.01% | 61.43%-74.4pp | 64.92%-77.9pp | 551.85%-564.9pp |
| Employer contribution / active EE | $993 | $5,315-81.3% | $4,675-78.8% | $4,662-78.7% |
| Participant deferral / active EE | $2,306 | $6,467-64.3% | $5,630-59.1% | $6,690-65.5% |
| Admin fee / account holder | $3,269 | $19,293-83.1% | $15,900-79.4% | $13,392-75.6% |