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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 | $2,208 | $66,402-96.7% | $109,895-98.0% | $85,856-97.4% |
| Participation rate | 63.8% | 63.9%0pp | 74.2%-10.4pp | 69.3%-5.5pp |
| Annual return | 9.88% | 19.59%-9.7pp | 29.46%-19.6pp | 318.58%-308.7pp |
| Employer contribution / active EE | $341 | $1,687-79.8% | $2,843-88.0% | $2,565-86.7% |
| Participant deferral / active EE | $489 | $2,842-82.8% | $4,049-87.9% | $3,952-87.6% |
| Admin fee / account holder | $344 | $4,557-92.5% | $6,067-94.3% | $6,261-94.5% |