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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 | $5,893 | $160,028-96.3% | $147,080-96.0% | $145,884-96.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.69% | 98.60%-90.9pp | 420.17%-412.5pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,717 | $5,286-67.5% | $4,933-65.2% | $4,662-63.2% |
| Participant deferral / active EE | $1,845 | $8,422-78.1% | $8,066-77.1% | $6,690-72.4% |
| Admin fee / account holder | $4,544 | $15,030-69.8% | $12,989-65.0% | $13,392-66.1% |