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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 | $33,363 | $88,117-62.1% | $164,928-79.8% | $74,400-55.2% |
| Participation rate | 30.0% | 73.1%-43.1pp | 78.6%-48.6pp | 67.2%-37.2pp |
| Annual return | 10.44% | 17.27%-6.8pp | 70.08%-59.6pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $796 | $2,596-69.3% | $4,343-81.7% | $2,624-69.7% |
| Participant deferral / active EE | $1,552 | $4,501-65.5% | $6,034-74.3% | $4,348-64.3% |
| Admin fee / account holder | $1,524 | $2,230-31.6% | $12,684-88.0% | $1,944-21.6% |