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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 | $7,419 | $172,111-95.7% | $150,298-95.1% | $137,256-94.6% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | -3.00% | 69.37%-72.4pp | 62.79%-65.8pp | 220.34%-223.3pp |
| Employer contribution / active EE | $1,370 | $4,636-70.4% | $4,154-67.0% | $4,156-67.0% |
| Participant deferral / active EE | $1,528 | $6,166-75.2% | $5,453-72.0% | $6,407-76.2% |
| Admin fee / account holder | $1,344 | $16,471-91.8% | $14,116-90.5% | $12,270-89.0% |