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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 | $5,979 | $100,279-94.0% | $81,353-92.7% | $145,884-95.9% |
| Participation rate | 41.7% | 74.3%-32.6pp | 69.5%-27.9pp | 80.3%-38.6pp |
| Annual return | -5.43% | 34.49%-39.9pp | 24.82%-30.2pp | 551.85%-557.3pp |
| Employer contribution / active EE | $247 | $2,979-91.7% | $2,464-90.0% | $4,662-94.7% |
| Participant deferral / active EE | $1,539 | $4,611-66.6% | $3,885-60.4% | $6,690-77.0% |
| Admin fee / account holder | $520 | $8,206-93.7% | $5,766-91.0% | $13,392-96.1% |