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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 | $250,023 | $72,071+246.9% | $68,368+265.7% | $137,256+82.2% |
| Participation rate | 10.5% | 76.2%-65.7pp | 73.8%-63.2pp | 80.0%-69.4pp |
| Annual return | 8.43% | 353.14%-344.7pp | 292.57%-284.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $365 | $2,788-86.9% | $2,649-86.2% | $4,156-91.2% |
| Participant deferral / active EE | $1,670 | $4,410-62.1% | $4,123-59.5% | $6,407-73.9% |
| Admin fee / account holder | $5,030 | $5,336-5.7% | $5,150-2.3% | $12,270-59.0% |