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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 | $7,218 | $117,846-93.9% | $102,434-93.0% | $145,884-95.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | -17.08% | 31.90%-49.0pp | 29.46%-46.5pp | 551.85%-568.9pp |
| Employer contribution / active EE | $498 | $3,615-86.2% | $3,023-83.5% | $4,662-89.3% |
| Participant deferral / active EE | $2,548 | $5,733-55.6% | $5,055-49.6% | $6,690-61.9% |
| Admin fee / account holder | $1,776 | $13,356-86.7% | $9,462-81.2% | $13,392-86.7% |