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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 | $12,940 | $183,516-92.9% | $155,534-91.7% | $145,884-91.1% |
| Participation rate | 8.3% | 82.7%-74.4pp | 78.2%-69.9pp | 80.3%-72.0pp |
| Annual return | 8.60% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $528 | $6,467-91.8% | $5,630-90.6% | $6,690-92.1% |
| Admin fee / account holder | $1,479 | $19,293-92.3% | $15,900-90.7% | $13,392-89.0% |