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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 | $7,848 | $183,516-95.7% | $155,534-95.0% | $145,884-94.6% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | -1.53% | 61.43%-63.0pp | 64.92%-66.4pp | 551.85%-553.4pp |
| Employer contribution / active EE | $894 | $5,315-83.2% | $4,675-80.9% | $4,662-80.8% |
| Participant deferral / active EE | $1,860 | $6,467-71.2% | $5,630-67.0% | $6,690-72.2% |
| Admin fee / account holder | $619 | $19,293-96.8% | $15,900-96.1% | $13,392-95.4% |