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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 | $260,115 | $102,595+153.5% | $94,057+176.6% | $154,746+68.1% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 7.89% | 583.42%-575.5pp | 480.62%-472.7pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,333 | $5,118+23.7% | $4,709+34.5% | $6,730-5.9% |
| Admin fee / account holder | $21,110 | $7,736+172.9% | $7,244+191.4% | $14,365+47.0% |