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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.
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 | $420,576 | $81,358+416.9% | $155,556+170.4% | $80,959+419.5% |
| Participation rate | 3.3% | 66.3%-62.9pp | 78.2%-74.9pp | 67.7%-64.3pp |
| Annual return | 8.27% | 33.39%-25.1pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $503 | $3,455-85.4% | $5,631-91.1% | $4,300-88.3% |
| Admin fee / account holder | $661 | $7,994-91.7% | $15,885-95.8% | $6,925-90.5% |