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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 | $10,493 | $99,875-89.5% | $146,866-92.9% | $86,983-87.9% |
| Participation rate | 46.9% | 75.8%-28.9pp | 82.5%-35.6pp | 69.5%-22.7pp |
| Annual return | 13.74% | 28.10%-14.4pp | 102.85%-89.1pp | 25.83%-12.1pp |
| Employer contribution / active EE | $527 | $3,224-83.7% | $4,425-88.1% | $2,584-79.6% |
| Participant deferral / active EE | $807 | $6,322-87.2% | $7,759-89.6% | $4,194-80.7% |
| Admin fee / account holder | $1,500 | $7,838-80.9% | $13,620-89.0% | $7,856-80.9% |