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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 | $304,060 | $167,362+81.7% | $143,799+111.4% | $134,532+126.0% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -20.58% | 0.47%-21.1pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $502 | $5,620-91.1% | $4,952-89.9% | $4,741-89.4% |
| Participant deferral / active EE | $2,873 | $6,447-55.4% | $5,638-49.0% | $6,401-55.1% |
| Admin fee / account holder | $11,341 | $18,094-37.3% | $14,677-22.7% | $11,429-0.8% |