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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 | $947 | $97,125-99.0% | $86,233-98.9% | $137,256-99.3% |
| Participation rate | 17.4% | 74.2%-56.8pp | 69.0%-51.6pp | 80.0%-62.6pp |
| Annual return | 2.43% | 74.19%-71.8pp | 61.39%-59.0pp | 220.34%-217.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $650 | $5,180-87.4% | $4,559-85.7% | $6,407-89.9% |
| Admin fee / account holder | $849 | $9,725-91.3% | $8,342-89.8% | $12,270-93.1% |