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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 | $263,490 | $73,787+257.1% | $98,716+166.9% | $82,448+219.6% |
| Participation rate | 10.5% | 61.4%-50.9pp | 69.3%-58.8pp | 68.1%-57.6pp |
| Annual return | 9.40% | 18.57%-9.2pp | 31.81%-22.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,676 | $3,081-45.6% | $4,048-58.6% | $4,139-59.5% |
| Admin fee / account holder | $22,899 | $6,500+252.3% | $8,703+163.1% | $7,234+216.5% |