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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 | $159,978-96.3% | $147,041-96.0% | $145,978-96.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.69% | 98.36%-90.7pp | 419.21%-411.5pp | 550.52%-542.8pp |
| Employer contribution / active EE | $1,717 | $5,288-67.5% | $4,935-65.2% | $4,662-63.2% |
| Participant deferral / active EE | $1,845 | $8,429-78.1% | $8,071-77.1% | $6,690-72.4% |
| Admin fee / account holder | $4,544 | $15,053-69.8% | $13,006-65.1% | $13,400-66.1% |