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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 | $9,604 | $74,535-87.1% | $100,712-90.5% | $82,637-88.4% |
| Participation rate | 63.3% | 61.2%+2.1pp | 69.3%-6.0pp | 68.1%-4.8pp |
| Annual return | 1.89% | 18.92%-17.0pp | 33.27%-31.4pp | 53.51%-51.6pp |
| Employer contribution / active EE | $486 | $1,503-67.7% | $2,313-79.0% | $2,552-81.0% |
| Participant deferral / active EE | $1,056 | $3,074-65.6% | $4,085-74.1% | $4,126-74.4% |
| Admin fee / account holder | $1,323 | $6,576-79.9% | $9,256-85.7% | $7,339-82.0% |