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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 | $3,861 | $72,426-94.7% | $67,560-94.3% | $145,897-97.4% |
| Participation rate | 61.1% | 76.9%-15.8pp | 72.9%-11.8pp | 80.3%-19.2pp |
| Annual return | 9.12% | 7226.78%-7217.7pp | 3533.50%-3524.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $726 | $3,074-76.4% | $2,737-73.5% | $4,663-84.4% |
| Participant deferral / active EE | $817 | $4,785-82.9% | $4,004-79.6% | $6,689-87.8% |
| Admin fee / account holder | $375 | $5,514-93.2% | $3,994-90.6% | $13,390-97.2% |