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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 | $13,966 | $211,224-93.4% | $178,505-92.2% | $145,897-90.4% |
| Participation rate | 55.6% | 80.8%-25.3pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | -0.65% | 30.28%-30.9pp | 27.16%-27.8pp | 552.29%-552.9pp |
| Employer contribution / active EE | $678 | $4,577-85.2% | $3,955-82.8% | $4,663-85.4% |
| Participant deferral / active EE | $609 | $6,966-91.3% | $6,280-90.3% | $6,689-90.9% |
| Admin fee / account holder | $761 | $12,109-93.7% | $10,428-92.7% | $13,390-94.3% |