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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 | $8,184 | $102,393-92.0% | $147,041-94.4% | $80,911-89.9% |
| Participation rate | 63.4% | 75.9%-12.4pp | 82.2%-18.8pp | 67.6%-4.2pp |
| Annual return | 11.61% | 134.95%-123.3pp | 419.21%-407.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,370 | $3,715-63.1% | $4,935-72.2% | $2,756-50.3% |
| Participant deferral / active EE | $2,288 | $6,647-65.6% | $8,071-71.6% | $4,297-46.8% |
| Admin fee / account holder | $667 | $7,943-91.6% | $13,006-94.9% | $6,935-90.4% |