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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378,321 | $129,737+191.6% | $119,126+217.6% | $154,746+144.5% |
| Participation rate | 27.8% | 78.9%-51.1pp | 75.8%-48.0pp | 80.7%-52.9pp |
| Annual return | 8.85% | 379.08%-370.2pp | 282.11%-273.3pp | 172.34%-163.5pp |
| Employer contribution / active EE | $909 | $4,375-79.2% | $4,034-77.5% | $4,379-79.2% |
| Participant deferral / active EE | $6,445 | $5,842+10.3% | $5,318+21.2% | $6,730-4.2% |
| Admin fee / account holder | $19,154 | $11,961+60.1% | $10,693+79.1% | $14,365+33.3% |