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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 | $8,634 | $166,242-94.8% | $165,071-94.8% | $145,884-94.1% |
| Participation rate | 54.2% | 82.0%-27.9pp | 78.6%-24.5pp | 80.3%-26.1pp |
| Annual return | 2.25% | 100.44%-98.2pp | 70.17%-67.9pp | 551.85%-549.6pp |
| Employer contribution / active EE | $880 | $5,283-83.3% | $4,347-79.7% | $4,662-81.1% |
| Participant deferral / active EE | $2,037 | $6,964-70.7% | $6,035-66.2% | $6,690-69.5% |
| Admin fee / account holder | $1,252 | $16,658-92.5% | $12,695-90.1% | $13,392-90.7% |