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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 | $5,666 | $110,410-94.9% | $102,437-94.5% | $145,897-96.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.7pp | 80.3%-37.4pp |
| Annual return | 3.64% | 24.85%-21.2pp | 24.95%-21.3pp | 552.29%-548.6pp |
| Employer contribution / active EE | $858 | $4,217-79.7% | $3,871-77.8% | $4,663-81.6% |
| Participant deferral / active EE | $1,411 | $5,622-74.9% | $5,060-72.1% | $6,689-78.9% |
| Admin fee / account holder | $1,694 | $9,745-82.6% | $8,388-79.8% | $13,390-87.3% |