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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 | $456 | $101,618-99.6% | $93,063-99.5% | $137,256-99.7% |
| Participation rate | 52.6% | 74.9%-22.3pp | 72.1%-19.5pp | 80.0%-27.3pp |
| Annual return | 4.77% | 223.95%-219.2pp | 34.15%-29.4pp | 220.34%-215.6pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $633 | $4,279-85.2% | $3,958-84.0% | $6,407-90.1% |
| Admin fee / account holder | $607 | $6,198-90.2% | $6,033-89.9% | $12,270-95.1% |