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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 | $11,002 | $183,539-94.0% | $155,556-92.9% | $145,897-92.5% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.5pp | 80.3%-49.5pp |
| Annual return | 5.95% | 61.31%-55.4pp | 64.84%-58.9pp | 552.29%-546.3pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,160 | $6,467-66.6% | $5,631-61.6% | $6,689-67.7% |
| Admin fee / account holder | $897 | $19,275-95.3% | $15,885-94.4% | $13,390-93.3% |