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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 | $491,941 | $91,198+439.4% | $178,503+175.6% | $79,856+516.0% |
| Participation rate | 42.9% | 69.2%-26.4pp | 81.9%-39.1pp | 69.6%-26.8pp |
| Annual return | 7.87% | 24.20%-16.3pp | 151.12%-143.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $11,715 | $3,257+259.7% | $5,011+133.8% | $2,471+374.1% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $919 | $6,748-86.4% | $13,987-93.4% | $5,306-82.7% |