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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 | $806 | $37,156-97.8% | $83,854-99.0% | $86,983-99.1% |
| Participation rate | 52.0% | 49.1%+2.9pp | 59.1%-7.1pp | 69.5%-17.5pp |
| Annual return | 12.17% | 29.88%-17.7pp | 31.39%-19.2pp | 25.83%-13.7pp |
| Employer contribution / active EE | $240 | $661-63.6% | $1,017-76.4% | $2,584-90.7% |
| Participant deferral / active EE | $290 | $1,418-79.6% | $2,035-85.8% | $4,194-93.1% |
| Admin fee / account holder | $618 | $2,510-75.4% | $3,197-80.7% | $7,856-92.1% |