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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 | $254,089 | $106,247+139.1% | $96,515+163.3% | $139,466+82.2% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 9.09% | 38.47%-29.4pp | 35.73%-26.6pp | 373.66%-364.6pp |
| Employer contribution / active EE | $441 | $4,106-89.3% | $3,740-88.2% | $4,754-90.7% |
| Participant deferral / active EE | $1,764 | $5,456-67.7% | $4,880-63.8% | $6,712-73.7% |
| Admin fee / account holder | $225,119 | $7,885+2755.0% | $6,735+3242.3% | $11,409+1873.2% |