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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 | $351,403 | $227,291+54.6% | $214,702+63.7% | $155,188+126.4% |
| Participation rate | 69.2% | 88.0%-18.7pp | 87.5%-18.2pp | 80.8%-11.6pp |
| Annual return | 7.33% | 60.08%-52.7pp | 54.55%-47.2pp | 148.84%-141.5pp |
| Employer contribution / active EE | $335 | $6,772-95.0% | $6,461-94.8% | $4,248-92.1% |
| Participant deferral / active EE | $15,445 | $9,582+61.2% | $9,147+68.9% | $6,531+136.5% |
| Admin fee / account holder | $2,524 | $20,413-87.6% | $19,830-87.3% | $14,480-82.6% |