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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 | $10,092 | $81,504-87.6% | $102,437-90.1% | $80,959-87.5% |
| Participation rate | 52.0% | 66.9%-14.9pp | 74.5%-22.5pp | 67.7%-15.7pp |
| Annual return | 6.87% | 25.60%-18.7pp | 24.95%-18.1pp | 35.67%-28.8pp |
| Employer contribution / active EE | $1,206 | $3,104-61.1% | $3,871-68.8% | $2,757-56.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $722 | $6,719-89.3% | $8,388-91.4% | $6,925-89.6% |