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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $12,176 | $209,336-94.2% | $197,124-93.8% | $137,256-91.1% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | -12.82% | 48.09%-60.9pp | 44.34%-57.2pp | 220.34%-233.2pp |
| Employer contribution / active EE | $715 | $6,591-89.2% | $6,227-88.5% | $4,156-82.8% |
| Participant deferral / active EE | $3,811 | $9,614-60.4% | $9,135-58.3% | $6,407-40.5% |
| Admin fee / account holder | $2,116 | $17,308-87.8% | $16,298-87.0% | $12,270-82.8% |