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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 | $9,613 | $50,860-81.1% | $155,574-93.8% | $77,714-87.6% |
| Participation rate | 4.8% | 63.1%-58.3pp | 78.2%-73.4pp | 70.6%-65.8pp |
| Annual return | 5.91% | 34.86%-29.0pp | 64.87%-59.0pp | 31.26%-25.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $177 | $2,825-93.7% | $5,629-96.9% | $4,649-96.2% |
| Admin fee / account holder | $1,671 | $436+282.8% | $15,914-89.5% | $433+285.6% |