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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 | $5,929 | $160,070-96.3% | $147,117-96.0% | $145,897-95.9% |
| Participation rate | 35.0% | 84.0%-49.0pp | 82.2%-47.2pp | 80.3%-45.3pp |
| Annual return | 5.56% | 98.69%-93.1pp | 420.54%-415.0pp | 552.29%-546.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $814 | $8,419-90.3% | $8,065-89.9% | $6,689-87.8% |
| Admin fee / account holder | $675 | $15,035-95.5% | $12,993-94.8% | $13,390-95.0% |