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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 | $345,021 | $124,425+177.3% | $112,040+207.9% | $137,256+151.4% |
| Participation rate | 35.7% | 79.3%-43.6pp | 76.5%-40.8pp | 80.0%-44.2pp |
| Annual return | 9.33% | 24.72%-15.4pp | 24.52%-15.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,210 | $5,718-78.8% | $5,098-76.3% | $6,407-81.1% |
| Admin fee / account holder | $3,526 | $15,207-76.8% | $12,098-70.9% | $12,270-71.3% |