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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 | $6,927 | $55,470-87.5% | $155,556-95.5% | $74,478-90.7% |
| Participation rate | 39.3% | 61.9%-22.6pp | 78.2%-38.9pp | 67.2%-27.9pp |
| Annual return | 8.76% | 269.80%-261.0pp | 64.84%-56.1pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $516 | $2,267-77.2% | $4,675-89.0% | $2,626-80.3% |
| Participant deferral / active EE | $694 | $2,838-75.5% | $5,631-87.7% | $4,350-84.0% |
| Admin fee / account holder | $2,115 | $1,744+21.2% | $15,885-86.7% | $1,946+8.7% |