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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 | $365,630 | $183,592+99.2% | $155,567+135.0% | $145,959+150.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.64% | 61.24%-52.6pp | 64.74%-56.1pp | 561.95%-553.3pp |
| Employer contribution / active EE | $488 | $5,315-90.8% | $4,674-89.6% | $4,661-89.5% |
| Participant deferral / active EE | $8,113 | $6,464+25.5% | $5,628+44.2% | $6,689+21.3% |
| Admin fee / account holder | $3,405 | $19,318-82.4% | $15,916-78.6% | $13,398-74.6% |