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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 | $1,811 | $58,848-96.9% | $88,179-97.9% | $82,637-97.8% |
| Participation rate | 58.1% | 57.9%+0.2pp | 69.1%-11.1pp | 68.1%-10.0pp |
| Annual return | 2.92% | 22.76%-19.8pp | 64.97%-62.1pp | 53.51%-50.6pp |
| Employer contribution / active EE | $290 | $1,678-82.7% | $2,549-88.6% | $2,552-88.6% |
| Participant deferral / active EE | $392 | $3,124-87.5% | $4,614-91.5% | $4,126-90.5% |
| Admin fee / account holder | $304 | $4,795-93.7% | $7,673-96.0% | $7,339-95.9% |