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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 | $439,629 | $183,516+139.6% | $155,534+182.7% | $145,884+201.4% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 8.04% | 61.43%-53.4pp | 64.92%-56.9pp | 551.85%-543.8pp |
| Employer contribution / active EE | $669 | $5,315-87.4% | $4,675-85.7% | $4,662-85.7% |
| Participant deferral / active EE | $3,821 | $6,467-40.9% | $5,630-32.1% | $6,690-42.9% |
| Admin fee / account holder | $3,864 | $19,293-80.0% | $15,900-75.7% | $13,392-71.1% |