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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $4,618 | $183,592-97.5% | $155,567-97.0% | $145,959-96.8% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.3pp |
| Annual return | -18.44% | 61.24%-79.7pp | 64.74%-83.2pp | 561.95%-580.4pp |
| Employer contribution / active EE | $930 | $5,315-82.5% | $4,674-80.1% | $4,661-80.0% |
| Participant deferral / active EE | $1,878 | $6,464-71.0% | $5,628-66.6% | $6,689-71.9% |
| Admin fee / account holder | $3,597 | $19,318-81.4% | $15,916-77.4% | $13,398-73.2% |