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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 | $750,920 | $160,070+369.1% | $147,117+410.4% | $145,897+414.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.14% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,016 | $5,285-80.8% | $4,932-79.4% | $4,663-78.2% |
| Participant deferral / active EE | $3,431 | $8,419-59.2% | $8,065-57.5% | $6,689-48.7% |
| Admin fee / account holder | $28,635 | $15,035+90.5% | $12,993+120.4% | $13,390+113.8% |