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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 | $11,537 | $74,478-84.5% | - | $74,478-84.5% |
| Participation rate | 24.2% | 67.2%-43.1pp | - | 67.2%-43.1pp |
| Annual return | 9.70% | 1370.56%-1360.9pp | - | 1370.56%-1360.9pp |
| Employer contribution / active EE | $172 | $2,626-93.5% | - | $2,626-93.5% |
| Participant deferral / active EE | $1,424 | $4,350-67.3% | - | $4,350-67.3% |
| Admin fee / account holder | $1,462 | $1,946-24.9% | - | $1,946-24.9% |