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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 | $361,696 | $68,097+431.1% | $62,929+474.8% | $137,256+163.5% |
| Participation rate | 28.6% | 77.4%-48.9pp | 73.1%-44.5pp | 80.0%-51.4pp |
| Annual return | 10.59% | 1859.11%-1848.5pp | 1063.93%-1053.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $279 | $2,811-90.1% | $2,505-88.9% | $4,156-93.3% |
| Participant deferral / active EE | $486 | $4,553-89.3% | $3,888-87.5% | $6,407-92.4% |
| Admin fee / account holder | $882 | $6,521-86.5% | $5,065-82.6% | $12,270-92.8% |